We believe in getting to know our clients.  In our experience it is equally, if not even more, important that we get to know you and what is important to you than it is for us to get know your numbers.  After we get to know you we will start to evaluate your financial planning options.

Once we know each other then we begin to investigate what steps to take next.  Usually a second opinion report about where you are is appropriate.  A second opinion will yield one of three outcomes.  1) Everything you have is perfect and nothing needs to be changed.  2) There are some minor changes to make and give you some guidance on what to change.  3) There are gaps in your plan that need to be addressed and we believe we can support you with the changes.  If this is the case we will begin to explore working together.

Sample of some of our financial planning options

If we choose to work together, keep in mind we are not always a fit for each other.  At this point we will look at how to move forward, be it an income plan or perhaps there are other items to analyze, such at social security planning.

What does all of this cost?  Depending on what is required the range is from $1500-$15,000.  The a key report, The Retirement Income Report, is used to guide us as we move forward over the years.

Having peace of mind about your future – priceless!

One of the biggest places people are not aware of their financial planning options is with respect to social security.  Visit our site on Social Security Planning