Our 5 Pillar Approach

Too often, we see people only getting 1 out of the 5 pillars (investment management) and ignoring the other 4. We always say retirement is different than all of your working years. Our 5 Pillar Approach is designed to avoid mistakes by having a “One Stop Shop” that accounts for all areas of retirement planning.

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Tax Planning

  •  Use of tax software, reports and calculators
  •  Roth Conversions
  •  RMD planning
  •  Charitable planning
  •  Tax prep

Investment Planning

  •  Seeking protection and growth based on your objectives
  •  Eliminating unnecessary fees
  •  Professional  investment  management

Income Planning

  •  Generate income from investments
  •  Social Security planning
  •  Pension planning
  •  Tax-Efficient withdrawal strategy

Health Care Planning

  •  Medicare planning
  •  Long-term care strategies
  •  Planning for out-of-pocket health care expenses
  •  Planning for early retirement

Estate Planning

  •  Estate planning documents — trust, will, POA, etc.
  •  Survivor planning
  •  Reducing taxes to beneficiaries
  •  Purpose planning
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Our Process

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