Chase Your Independence with a Plan
Working with an advisor and planner is so much more than having someone who tells you what to do with your money. It’s a comprehensive relationship that touches nearly every aspect of your life, just as money itself does. We know that money is a powerful tool that helps you achieve goals, and our mission is to purpose it using the different strategies and tools we have available at our fingertips. We’re proud to be a hands-on partner who extends our access to those tools to you, giving you the power to pursue your objectives fearlessly and overcome any obstacles that previously held you in check.
Financial Planning
Our financial planning service goes beyond the simple management of your investments. Sure, as a FINRA licensed advisory firm, that might be a part of it, but it’s just that: a part. A proper, comprehensive financial plan encapsulates and accounts for every aspect of your life, right down to the day-to-day management of your finances. We can also propose options that aren’t available to everyone, and we can show you how those options fit as a part of your greater roadmap to the level of success you so richly deserve. Financial independence is waiting for you, but you must have a map to reach it.
Retirement Planning
Traditionally, retirement is the time of your life during which financial independence is the most important. You no longer collect a consistent salary or paycheck, and you’re likely living on a fixed income that you expect to last you for the rest of your life. To provide for yourself in the future, you’ll need to accumulate a sufficient amount of savings that matches your needs. It is, however, just as important to have a plan to distribute that wealth once you actually retire. We can help you assemble a plan for both, giving you confidence that a plan is always in place, no matter what the future holds.
Insurance Solutions
Insurance is no longer solely about protection. While that is a vital part of any insurance policy, modern options are also helping policyholders accumulate, protect and transition wealth during all stages of the financial lifecycle. Granted, these options won’t be right for everybody, but our independence gives us the opportunity to explore every option in the marketplace to find a product with features that match your mission. For some savers, they can also act as stock market alternatives that do not place your money at the risk of the market while still offering potential upside of a major market index.
Tax Strategies
Just as important as growing your wealth is shielding it from excessive taxation. That means implementing strategies that can protect you from paying more than your fair share, especially as you enter retirement. It’s also important to understand how your tax-advantaged accounts work. For example, tax-deferred accounts may come with a major tax bill if you try to withdraw large quantities of your savings in a given year. We can help you convert tax-deferred money into tax-free money, allowing you to access it and use it to fund your lifestyle without the worry of major tax implications.
Investment Management
The proper portfolio is different for everyone, and we can help you construct a customized distribution of assets that is geared toward your goals. That can include a variety of asset classes such as traditional stocks and bonds, but it can also include modern alternatives that offer growth and protection. We can help you assess your options and determine which ones place you on track to achieve your goals. If you have the tolerance for market risk, we can also help you explore options that may be advantageous as you pursue the savings you need for your desired lifestyle.
Contact Us
If you’re ready to strive toward a financially independent lifestyle, fill out our form below! As an independent agency ourselves, we are not committed to any major carriers or companies; only you and your goals, and we can help you explore options that suit them.
