A STRATEGY TO ALIGN WITH YOUR DREAMS.
It’s not always about money and returns when you’re aiming for a higher purpose. Many other decisions will factor into your financial future. We sweat these details when planning your financial strategy so you can stay focused on the big picture.
01
Business Planning
- What’s my business worth?
- How do I retain employees and plan for growth?
- How do I sell or pass on my business?
02
Retirement Planning
- How much will I need to maintain my lifestyle?
- How much should I save to realize my financial goals?
- What options exist for planning my financial future?
03
Investment Planning
- Is my investment portfolio suitable for my goals?
- How can I pay less in fees and put more to work for the future?
- Can you review different investment opportunities?
04
Tax Planning
- Am I paying too much?
- How does my business affect my personal taxes?
- How can I lower my tax burden?
* we do not provide tax advice
05
Insurance Planning
- What kind of insurance should I have?
- Do I have enough or too much insurance?
- How much is too much to pay for insurance?
06
Estate Planning
- Is my wealth protected?
- Do I have the right plan in place for my business and my family?
- How can I avoid spoiling my children?
* we do not provide legal advice
07
Charitable Planning
- What are my options for making donations?
- Should I establish my own charity or foundation?
- How can I teach my children to give back?
08
Real Estate Planning
- Is it a good time to invest in real estate?
- How much should I invest in a real estate opportunity?
- Is it better to pay cash or finance a property purchase?
09
Lifestyle
- How much money can I spend and still accomplish my long-term goals?
- How can I create enough passive income so I can stop working?
- Can someone watch all pieces of my financial life so I don’t have to?
YOU DON’T HAVE A CHANCE WITHOUT HAVING A PLAN.
Earning your trust is our reward. We are upfront and open about what we can help you accomplish, and we do exactly what we promise to do.
“Hope is not a strategy.”
– Vince Lombardi