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True financial well-being means living life on your own terms. Getting there requires a financial plan that evolves with your ever-changing needs and goals, which is why we’ve developed the Strategic Living Plan. This holistic plan considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way. Our goal? To improve your financial well-being and make sure you can embrace all of life’s possibilities.
Optimizing your Retirement
Gain greater clarity and let us help you manage the risks of retirement, preserve your capital, and create income to help support your future lifestyle and goals.
Managing Cash Flow
We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events while working toward your goals.
Sharing your Wealth
Establish a well-constructed estate plan, tailored to your needs, that allows your legacy to endure by supporting the causes important to you.
Preparing for the Unexpected
Create comprehensive strategies that provide, preserve, and protect your loved ones and those you care for when the unexpected happens.
Planning for Major Expenditures
Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.
Maximizing Business Success
Business owners can take full advantage and engage in holistic strategies to synchronize and enhance your business and personal financial plan.
Our 5 Step Process
The first meeting is the most important meeting with our client, as it sets the foundation for the entire relationship going forward. The discovery interview allows us to review your current situation, establish goals, explore opportunities, and address concerns.
After the discovery meeting, your advisor will review all the information gathered and consult with our experts to determine the next steps to achieving your goals
Once the road map has been developed by your dedicated Strategic Wealth advisor, we then move to plan development. This is a formalized plan to be reviewed with you.
We will meet with you again to present our findings and a plan developed to meet your goals. A full review and next steps are presented in an open and transparent discussion.
Our Strategic Wealth advisor will schedule regular meetings to review your investments, update your plan, answer your questions, and recommend adjustments to help keep you on track.