The following items are the steps involved in assisting you with creating a COMPREHENSIVE plan to coordinate all your finances:
- Significantly Reduce Income Taxes Now And In The Future
- Provide An Objective Review Of Your Financial Situation (Second Opinion)
- Provide Enough Income To Live Comfortably Without Worry
- Make Sure Your Money Is Safe And Can Keep Up With Inflation
- Coordinate Knowledge Of Your Options So You Can Make Educated Financial Decisions…Instead Of Guessing Or Winging It.
Here are the steps involved in the planning process.
1. Have a meeting to discuss your goals, worries, family, business (if applicable), and plans for the future.
2. Obtain copies of your most recent financial accounts/asset statements, including but not limited to:
- Tax Returns
- Brokerage Statements
- IRA’s, 401(k)’s, Other Retirement Plans
- Real Estate Owned (Value/Loans)
- Cash Accounts (Checking, CD’s, Money Markets, Savings, Treasury Bills, etc.)
- Life Insurance, Annuities
- Business Profit/Loss Statement (if applicable)
- Any Other Assets Or Liabilities
3. Once we understand your financial goals and concerns, and we have the financial information…we will prepare a written plan for you to provide options and potential solutions to address any issues that may need to be updated.
4. We’ll meet to review the plan, discuss the options you have, modify the plan if necessary…and assist in implementing the recommendations in the plan that you decide to follow.
5. We will not use any sales pressure or other selling techniques everyone hates. All your decisions are your own. If you choose to implement your plan, we can help you with various aspects. If you choose not to follow our suggestions, that is your determination.