Our Proprietary Investment Approach

As the saying goes: Measure twice and cut once. In carpentry, as well as in life, planning and preparation are crucial to preventing mistakes and waste.

Before we begin to give purpose and vision to your wealth strategy, it is essential for us to know both your goals, as well as the assets that you bring to the experience.

First, we will speak with you about your values and aspirations, then we have you fill out our Wealth Planning Worksheet so that we can get a good picture of the hard work you have accomplished already.

Together, we will create an action plan to provide a confident financial future for you and your family. At that point, you become part of OUR family.

We will develop a customized, personal Advanced Time Segmentation Strategy® and incorporate different estate planning tools as needed.

We will then address the 13 Wealth Management Principles we have identified as being essential to a complete Wealth Management Strategy.

Advanced Time Segmentation®

Advanced Time Segmentation® incorporates a segmented strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into three categories based on the period of time in retirement when the assets are expected to generate income.

Immediate Income

5-7 Year Period

Short-term assets matched to your short-term liabilities

Future Income

7-15 Year Period

Designed to replenish the fixed income portion of segment one.

Long-Term Growth

15+ Year Period

Long-term assets are matched to long-term liabilities

Learn more about Advanced Time Segmentation®

Complete Wealth Management Principles

We know that a comprehensive wealth management strategy includes more than just retirement income planning, which is why we incorporate the 13 Wealth Management Principles that our firm has identified as essential to completing a robust wealth strategy.

As we work through this list with our clients, we partner with their legal team and CPA’s, or get them in touch with our team, to make sure that nothing is missing.

The 13 Principles of Complete Wealth Management

  1. Create an Investment Strategy
  2. Review and provide Insurance
  3. Manage liabilities
  4. Set up a qualified retirement plan and/or IRA Distribution
  5. Select your corporate executive stock option
  6. Have a business succession plan
  7. Establish a durable power of attorney
  8. Determine gifting to children, descendants, or others during life
  9. Select Charitable Gifting during life
  10. Ensure proper titling of assets
  11. Name an executor/successor trustee
  12. Create a distribution plan at death
  13. Select your charitable inclinations at death  

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