R → Retirement

Retirement should mean a new phase of life, not the end of a lifestyle. While you’re building your business and your life in the present, you want to make sure your wealth is building a future for you and your loved ones. We will develop personalized solutions to maximize your return later, so that you can focus on the now. With help from us, you can enjoy the life you’ve built, even after “work” becomes playing with grandkids or spending time by the sea.

• Retirement Income Planning

• Social Security Income & Replacement Planning

• Extended Care Planning

• Guaranteed Lifetime Income

• Required Minimum Distribution (RMD) Strategies

• Tax Accumulation/Distribution Strategies

• Grandparent Gifting

• Asset Distribution Strategies

• Probability of a successful retirement analysis

E → Education

Preparing for your child’s education might be the last thing on your mind—especially if your kids are still young and you’re paying off your own student loan debt. But by starting early, we can help you make funding their education a manageable goal. Our team of professionals will help you simplify the process and consider factors like tuition inflation, taxes, and risks to develop a strategy that balances your current budget, maximizes your resources, and prepares the best future for you and your children.

• Primary & higher education funding strategies

• 529 education gifting strategies

• Free Application for Federal Student Aid (FAFSA)

• Earnings potential analysis for colleges and university graduates - NOT SAT scores

• Probability of Success funding Education goals

• Business education funding planning

A → Accumulation

In the accumulation phase of life, there are endless opportunities for growth and success. But with that success comes challenges—is your money working for you? Are you well protected for the future? We’re here to help you make the most of your opportunities while still being prepared for whatever comes next in life, and you can rest assured we’ll be there every step of the way.

• Tax Accumulation Strategies

• Financial Goal Funding & Planning

• Monte-Carlo Analysis

• Asset Allocation

• Tax allocation Strategies

• Probability of Success Accumulating Asset Goals

• Disability Income Analysis & Strategies

• Debt Reduction Strategies

L → Legacy

You've worked hard to provide for yourself and the ones you care about, you’ve made an impact in the lives of others; and now you want to make sure this continues on for generations. We’re here to help you leave the legacy you’ve dreamed about so you can have peace of mind that the people and organizations you poured your heart into are well taken care of for years to come.

• Charitable Giving

• Required Minimum Distribution (RMD) Strategies

• Grand Parent Gifting Strategies

• Inherited IRA Planning

• ROTH IRA Strategies

• Life Insurance Analysis Planning

• Asset Transfer Efficiency

• Probability of Legacy Planning Success

• Estate Equalization

• Primary & higher education funding strategies

• 529 education gifting strategies

• Free Application for Federal Student Aid (FAFSA)

• Earnings potential analysis for colleges and university graduates - NOT SAT scores

• Probability of Success funding Education goals

• Business education funding planning