Isn't It Time You Got a Financial Assessment About Your Wealth?

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Our Financial Assessment

Many investors today are re-evaluating their current financial plan, and many others are deciding that with a bull market that has lasted almost a decade and with significant tax law changes, going through it alone isn’t the most prudent path going forward.The best advice for most investors today is to take a step back and look at your overall plan…to reassess your portfolio, your financial goals and objectives and most importantly, your risk tolerance.

So given all that’s transpired…what’s an investor to do? Or more specifically…what will you do?

If there was ever a time to take advantage of a no cost, no obligation, unbiased Financial Assessment…It’s NOW.

In today’s turbulent times, we believe it’s prudent, essential and just plain common sense for every single investor, both large and small, to obtain a completely unbiased financial assessment, especially the leading-edge baby boomers on the brink of retirement.

There is no cost and no obligation. You have absolutely nothing to lose, but quite possibly, everything to gain!

In fact, it’s ABSOLUTELY FREE!

What Do You Get?

This isn’t just some cookie cutter set of financial “solutions” for you.

This is an in-depth, in-person, 1-on-1 meeting where we fully assess your current financial situation and give you the feedback you need to help you get on the right path to retirement.

When you sign up for an assessment, our team of handpicked, Certified Financial Planner™ (CFP®) professionals dive deep and put in serious hours to get you the insights and actionable takeaways that truly matter in your journey to financial freedom.

Ready to Create Your Roadmap?

Other firms may charge you several thousand dollars for this kind of time and insight… but we want to give it to you for free.

 

Interested?

Let Us Take a Look

Clearly Define Your Financial and Retirement Goals and Objectives

We will help you to become clear on your most important financial goals and create a process for obtaining them. Knowing this basic information is the foundation that an unbiased financial assessment is built upon.

Strategies to Increase Income

There are different types of retirement income, predictable, variable and guaranteed. We work with you to understand what retirement income options you will have in retirement. Social Security is extremely complex. Understanding your options and optimal claiming strategy is key for securing your financial future.

Strategies to Minimize Taxes

Our CPA’s will help you with some advance tax planning opportunities that can potentially reduce the amount of taxes you pay during a given year. Taxes can significantly eat into your investment returns and minimizing taxes is one of the few areas an individual can gain significant control over. Knowing that you’ll have to pay taxes, there are legal strategies to help minimize your tax burden.

Assess Portfolio for Alignment of Financial Goals with Investments

We will conduct a thorough examination of your entire portfolio to see how well aligned your present investments are relative to your retirement goals and objectives. Do you know the rate of return on your portfolio? Many investors have no idea what the rate of return on their portfolio has been. We will do an assessment of the level of risk in your portfolio and determine if the performance matches the amount of risk. On top of that – our team will do a full cost and fee analysis on your current portfolio to make sure you’re not overpaying for things you don’t need.

Create Realistic Expectations

A sound Retirement strategy begins with realistic expectations. Understanding how much money you need to retire, how much you will need to invest, how much risk you should be taking and what target return you can reasonably achieve is the basis for creating a successful retirement. At the end of the day we will tell you what you NEED to hear not necessarily what you WANT to hear. Starting with realistic expectations is a MUST for achieving your financial goals.

The real benefit of an unbiased financial assessment is in getting your important questions answered.

 

These are questions investors should know the answer to, but all too often don’t.

 

Here are just a few of the questions an unbiased financial assessment will answer:

Do you know your actual net worth?

Do you have a clearly defined retirement goals and objectives?

How much money do you need to create the retireme nt income that you are accustomed to?

Do you know the actual return on your portfolio?

Do you know all of the risks to consider when investing?

Have you created an asset allocation strategy that provides the best balance between risk and reward?

Are you maximizing the use of tax-free or tax-deferred investments in your portfolio?

Are you familiar with some of the various strategies to minimize your taxes?

Are you doing all you can to increase your income?

Is your portfolio in alignment with your investment goals?

How does your return compare to the return of appropriate benchmarks?

What’s the minimum amount of risk you can take and still achieve your financial goals?

The fact of the matter is that we see people every day who are setting themselves up for failure with their current investment strategies without even realizing it, simply because they’ve never taken the time to have an expert look at everything closely and with a seasoned eye.

That’s Where We Come In

Our team has saved people from paying unnecessary fees and taxes over the years – by going through this exact process.

Are You On Track?

Let Us Take a Look

Who We Are

We are a FEE ONLY FIDUCIARY financial planning firm with a dedicated team of credentialed and experiencedCertified Financial Planner™ (CFP®) professionals, who are passionate about putting you in control of your finances, and getting you on the path to financial freedom. We are in the business of putting you in the driver’s seat, and giving you the financial roadmap to get where you want to go.

Because of that, we’ll sit down with you face-to-face and show you how you can:

  • Choose a retirement distribution plan that’s right for you
  • Legally reduce taxes now and in the future
  • Apply strategies to minimize risk and maximize return
  • Get the most value out of your Social Security and pension
  • Protect yourself against inflation and rising healthcare costs

What We Are Not

We’re not in the business of selling products. We have no affiliations with any financial companies. We NEVER accept commissions and the only source of compensation is paid to our firm by our clients. The vast majority of Advisors in the industry are not held to the Fiduciary standard. We are changing the industry by equipping any and every one that walks through our doors with expert-level advice and direction, that they otherwise wouldn’t have access to.

The Bottom Line

Look, we get it. These things can be tricky to identify on your own. It doesn’t mean you’re not smart – it means that sometimes it takes a consultative eye from an expert. That’s why we’re here to help.

The fact is that with something as important as retirement, it’s far easier to prevent a mistake by letting an expert strategize with you, than it is to try and correct one when it’s already too late. The implications are too big to risk it!
It’s your retirement, sure – but really… it’s your financial freedom. We’re here to help you with both.

What Are You Waiting For?

Schedule a Free Assessment Now

Why Would We Do This for Free?

Why would we commit hours of time from salaried Certified Financial Planner™ (CFP®) professionals, certified public accountants (CPA) and chartered financial analysts (CFA), just to help you better understand your true financial situation, future outlook and opportunities?

It’s Because You Don't Know Us - Yet.

Although thousands do know us, (over five thousand people have taken advantage of the free assessment), most people are not aware of the work we do. Of the people who take advantage of the free assessment and get to know what we do, about a third are a good fit for the value our firm provides and ask to engage us long term.

That Makes It Worth It For Us

We provide tremendous financial education and social value while building positive awareness for our firm. We are happy to provide an excellent FREE service to everyone and hope they tell their friends about their experience with us.