Broker Check

Foundational Retirement Review

Who is this for?

This is ideally for those who want to ensure they're using their money in the most productive way through retirement. 

Our plan includes 3 vital components:

1. Purposeful Wealth Plan - We will create a clear path to define achievable goals.

  • We look at where you are now, where you want to be, what you have available, and will determine if you are on track. If you are not on track, we determine what you need to do to get there.

2. Impact Investment Strategy - We take a deep dive into investments.

  • Construction of a portfolio with complementary investments.
  • Analyze potential strategies for - Growth vehicles, income vehicles, liquidity vehicles, and tax sensitive vehicles.

3. Protection Review - Are you at risk?

  • We run a stress test on your plan. 

What will this plan do for you?

  • It will give you a clearly defined plan and process for your money.
  • You will have greater confidence that your money is supporting your life's vision.
  • It will help give you greater focus and direction moving forward into the future.

Phase 2 - Implementation and Asset Management:

What if you decide you loved this process and want to join our family?! As a client:

  • You will receive proactive communication and education to help reduce the noise of the media and manage the emotions of investing. This is done through invitations to client events, quarterly newsletters, and educational emails and videos.
  • We coordinate with your team of professionals - Tax, Estate, Medicare...
  • We provide tax services for individual and estate returns. We only offer these services to our investment clients.
  • We will continue to monitor your plan through yearly client reviews and active cash management.

The traits we promise to share with you:

  • Compassion
  • Patience
  • Understanding
  • Empathy
  • Strength
  • Positivity