Financial Strategy Analysis

A roadmap to success!

-Your unique financial roadmap is carefully crafted to guide you towards a secure financial future. We take into account your risk assessment, investment goals, portfolio review, and tax consequences to create a personalized plan that aligns with your specific needs.

-Every step of the process will be thoroughly reviewed and explained to you, ensuring that you understand and are comfortable with the strategies we propose. With our guidance and expertise, you can confidently navigate the complexities of the financial world and be on your way to achieving long-term financial success.

Portfolio Analysis Review

To answer these questions, we’ve developed the Portfolio Analysis Review process. It starts with an inventory of your assets and partnering with a team led by dedicated Certified Financial Planners® and Chartered Financial Analysts to conduct a careful analysis. The PAR helps us assess whether your allocation aligns with your desired risk, investment objective, and income needs.

Social Security Maximization

Do you know how the cost of Medicare's income-related monthly adjustment amount (IRMAA) will reduce your monthly social security income?

Have you received an IRMAA letter and need assistance reducing or eliminating IRMAA to protect your social security?

Reach out today for a complimentary IRMAA report.

Tax Planning

Are you paying to much in taxes?

How will taxes affect your retirement funds?

Is your current portfolio or work retirement account allocated to your personal risk assessment and goals?

How will taxes affect your funds portfolio?

Risk Assessment

We offer comprehensive wealth management services tailored to your unique needs and risk assessment.

Investment Strategies for

• Retirement

• New Home

• college

• Grandchildren

• Vacations

Enhanced Planning

Think estate planning is only for the ultra-wealthy? Think again!

~Do you know how much of your estate will be spent on taxes?

~Who decides who gets your assets?

We will develop a clear estate plan that will pass your assets to your loved ones as quickly as possible and in a tax-efficient manner.