We start by collecting all your financial data about your income, expenses, assets, liabilities, and insurance coverage. Then, we work with you to determine your priorities, goals, and how you see your lifestyle in retirement.
Financial Plan Development
We take advantage of advanced financial software to assess risk and develop personalized financial plans. Our cutting-edge technology allows us to strategize, project, and plan using mathematical assumptions to provide you with the information you need to make informed decisions. We take extra care to minimize longevity risk and sequence of returns risk with alternative strategies that many financial advisors don’t fully utilize. Our recommendations are based on logic, but we also consider your emotions and personal priorities.