When we partner with you, we offer so much more than just guidance choosing stocks, bonds, and mutual funds. In addition to creating a portfolio that is in line with your comfort with risk while maximizing returns, we will strive to become your family's CFO. This goes beyond performance and is a true partnership to help with your total financial picture.
We took inventory of all the things we do to help our clients and the processes we have established and we came up with over 85 things that fit into the 7 general categories shown above. These 85 things include: Retirement Planning, Financial Plan Creation, Financial Plan Implementation, Roth Conversions, Roth Contributions, Building an Emergency Fund, College Savings Planning, Protected Income, Tax Coordination with your CPA, Asset Allocation, Employer Plan Allocation Recommendations, Employer Plan Contribution Recommendations, Employer Plan Analysis, Employer Plan Creation for Small Business Owners, ESOP Analysis, Risk Tolerance Analysis, Risk Analysis for Life and Long Term Care, Financial Directives, Health Care Directives, Long Term Medical Expense Discussion/Options, Medicare Planning, Social Security Planning, Required Minimum Distribution (RMD) Planning, Estate Guidance (Trust, GRAT, ILIT, SLAT, etc.), Property Casualty Analysis/Recommendations, Real Estate Analysis, Vehicle Purchase Guidance, Gifting Guidance (both Philanthropic and to family members), Financial Education for yourself and your children or beneficiaries, and Regularly Scheduled Tactical/Strategy Meetings. For general information on these topics, please visit my YouTube Channel or to talk about your situation please schedule time with me.
Below is our general onboarding process. Everyone is unique and has different needs, but this is the general process we will follow for you: