We help those who are or will be making the transition from their working years to retirement or work-optional years, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated.
We work with families to help them create a vision for wealth that can be shared with and supported by the next generation.
To find out if you are on track and to evaluate if our services would provide value to your family, please schedule a 15-Minute call.
An initial 15-minute call will give us a chance to find out if there is a fit between your situation and our expertise.
If there is a fit, the next step is to schedule a meeting in our office or virtually via Microsoft TEAMS.
This meeting will ensure that our team is in total alignment with your family’s dreams, hopes, and desires, and what you wish to accomplish and achieve over time.
From our understanding of what you wish to achieve, we then formulate the specifics of your retirement income plan. This involves co-creating the required strategies and plan that will enable you and your family to accomplish your dreams, hopes and desires in the time frames you have selected.
We will review the following:
a. Are you on track?
b. Do you have enough?
c. How can we reduce your taxes?
d. Can your investments be improved?
e. What options do you have?
At the end of this meeting, you can determine if you wish to begin working with our team or if you wish to think about it. If we are unable to help you, we would be glad to help you find someone who may be a better fit.