From earning, to saving, to enjoying, to transferring, we are your committed partner at every stage of your financial life.
Because when it comes to what you hold dear – your future, your dreams, and the goals you’ve worked hard to achieve – you deserve a complete approach to your finances.
In Smart Money: Protecting and Growing Your Retirement Assets, Kevin Richards explores the relationship between earning money and building wealth. Many Americans do a perfectly fine job of earning money, but don’t have a grasp of the financial strategies that can enable them to effectively save and grow their money to put it to work for them.
Your wealth was not built in a day. That is why we follow a strict, time-tested process to help ensure all aspects of your complete financial landscape are integrated into your custom retirement plan.
We can’t help you plan for the retirement of your dreams until we know what you want to achieve. Our process begins by learning what stage of the process you are, and how much further you have before you get there.
Once we complete a thorough analysis, we provide you with a full picture of your entire financial life. We then organize each of your asset categories into prioritized focus groups to maximize your growth potential.
At this point in our relationship, we have a good idea of your current plans, your retirement goals, and your future needs. Next, we provide a step-by-step guide to help you secure and protect what you already have. Then we help it grow.
We then run numerous risk tests on your plan, including a state-of-the-art Monte Carlo Analysis. Geared with this analysis, we have one final meeting with your financial team, including tax and estate planning professionals, to ensure we are all on the same page.
Have up to date access to your financial plan through our client portal. You also have access to state-of-the-art tools that allow you to conduct a risk test of your portfolio versus market volatility at any time. And this is just the start.
