Our Services
Asset Allocation & Risk
Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You’ve worked hard to save for retirement and now it’s time to enjoy it. Perhaps you’re wondering if all the pieces are in place for you to enjoy your ideal retirement. Are your assets allocated properly?
We take a look at your assets — including everything from your bank accounts, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more. Our end goal is to help create financial clarity and to promote multi-generational wealth.
want to learn more about asset allocation?
enhanced planning
Whatever your priorities – preserving assets for future use, tax-advantaged wealth transfer, providing for your grandchildren, or something else entirely – we can work with you to build a plan that fits your needs and may help maintain family harmony after you’re gone.
Creating a clear and thoughtful strategy for your legacy is more complex than simply managing estate taxes or drafting a will. Various methods and tools can help protect your finances and ensure your wishes are followed – with a minimum of family friction.
want to learn more about enhanced planning?
generational vault
Generational Vault – your virtual safety deposit box – allows you to upload important documents and view your financial information.
Generational Vault provides you with:
- A snapshot of your financial picture;
- Detailed records of your assets;
- Important financial reports and dynamic charts;
- And much more!
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere.
want to learn more about generational vault?
income planning
We’re driven to turn your savings into sustainable, strategic income, so you can worry less about running out of money and focus more on what really matters in retirement: freedom, purpose, and opportunity.
Whether you’re just getting close to retirement or already there, income planning can often come with questions like: Will my money last? How much will I need? Where should it come from? Here’s how we can help answer them:
- Accumulation: Grow it while you work
- Distribution: Use it wisely when you retire
- Preservation/Transfer: Protect what’s left and pass it on
want to learn more about income planning?
Tax Strategies
Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you’ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that your retirement strategy takes advantage of any possible tax credits and deductions to help maintain what you’ve worked hard to build.
Utilizing the skills of certified public accountants can be important to your finances. Such a team can help monitor tax law changes specific to your retirement strategy and provide different tax strategy options.
want to learn more about tax strategies?
NEW GENERATION RETIREMENT
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology. Through this planning process, you’ll be able to see that we’ve given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
The Five Steps
1. Selecting a Financial Services Professional
2. Fact and Feeling Finding
3. Strategy
4. Recommendations and Implementation
5. Ongoing Relationship