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HOLISTIC PLANNING APPROACH

What is it and why do you need it?

Traditionally, much of financial planning has been focused on rate of return, risk and reward analysis and ultimately, the creation of a suitable plan geared toward accomplishing a client’s goals. A holistic planning approach certainly incorporates those important aspects of planning, but it also includes significant components that may have been left untouched.

ACCOUNT REVIEW

Most people don’t realize the impact of account set-up and how it can affect asset distribution, future income tax, capital gains tax or taxes on Social Security income.

In fact, improper account registration may put your assets at risk to cover long{term arc costs and may subject your estate to the costs and delays associated with the probate process.

The holistic financial review process reveals potential problems within your retirement planning vehicles. often, we find that finances and legal documents are not properly structured so that you can meet your retirement goals. Our proprietary planning process can help you make the best decisions about savings and financial tools for your unique situation because of the clarity that we bring to the table.

With all the facts presented, you can decide how to proceed. A holistic planning process is empowering because it allows you, with clear vision, to see for the first time where your money and planning is actually going to lead you, allowing you to make sure you’re on the proper financial path.

Why is a Holistic Planning Approach So Much Better?

It’s like cleaning out the “junk drawer” in the kitchen for the first time in 40 years and finally getting everything in its place. The holistic planning process organizes your legal, financial, and asset protection planning, rather than just accumulating a ” junk drawer” of financial and legal stuff over time with no meaningful analysis of how each affects the others. A holistic planning approach is about coordination and focus on the purpose – your purpose!

Let’s Start by Planning “Smart”

Our review process is about problem-solving and driving towards the goal(s) you define that will make the process a success. That can mean for a variety of things including: tax strategies, money management, asset protection, insurance planning and/or legal documentation. Typically the best solutions include combinations of legal and financial techniques to deliver the best result.

CUSTOM-FIT SOLUTIONS

Our clients bring in financial problems as different and unique as each of their own fingerprints. No two situations ever present in the same way. Therefore, our process is geared toward finding the custom-fit solutions to help solve our clients’ most pressing retirement planning problems. You don’t need to continue to be concerned over your future or the future of your loved ones. We can help you move toward the goal that you’ve always dreamed about and an outcome that helps give you greater piece of mind.

1. You receive a complete review with our holistic planning approach process.
2. Our team explains the results of our review and helps you understand, in straight talk, how these facts affect you, your finances, and your family.
3. With your permission, our team goes to work for you to create a custom-fit solution, addressing your unique concerns and problems.
4. We will also review your most recent tax return to uncover any tax saving opportunities.
5. Upon completion, your plan is reviewed again by our executive team to further ensure it is precisely targeted toward your intended goals.
6. Once your plan is complete, you are better prepared to navigate what life sends your way. Greater confidence can be present when you are armed with the right tools.
7. There is NEVER a fee for calling. Once you engage our services and entrust us to help you with your retirement goals, we are with you

Measurable Results with no Guesswork!

Your previous approach may have been about being patient – holding on before benefits are eventually “realized” alter an undetermined time period.Our process is much different. The time period to a measurable, quantifiable benefit is 100% defined.

We will be there to:

Identify potential problems
offer help to solve any problem
With your permission, fulfill promises made to resolve any issue
Always, 100% of the time, stand beside our clients as their lifelong advocates.

THE CONSUMER’S GUIDE TO FINDING THE RIGHT FINANCIAL PROFESSIONAL

& GAINING PEACE OF MIND AND CONFIDENCE