Broker Check

Hypotheticals/Sample Work

Retirement Income Analysis

We can stress tess your portfolio under various market sceniorios and calculate the probability of your income lasting to the end of your plan.  We can also look at various tools that may enhance or protect your income stream during your lifetime and for any remaining beneficiaries to your estate.

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Hypothetical example for illustrative purposes only. Your results may vary.

Portfolio Review and Analysis

We can provide in-depth analysis on your existing holdings and compare your allocation with one of our recommended portfolio strategies. We can also measure the amount of risk you are currently taking and identify areas where we may potentially reduce the amount of volatility your portflio could expiernece on a month-to-month basis. 

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Tax Planning

We can work with you and your tax professional to help determine which may be the most optimal way to reduce your potential tax liability now or in the future. Roth Conversion analysis is one of the many scenarios we review to make sure we are staying on top of your financial situation.

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Hypothetical example for illustrative purposes only. Your results may vary.

Risk Management

We can review all of your insurance policies and coverage to make sure you are prepared and your assets are protected from catastrophic events.  We provide analysis on property/casualty, life insurance, long term care, and other occurances that could potentially impact the longevity of your portfolio through retirement.

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Hypothetical example for illustrative purposes only. Your results may vary.

Estate Planning

On top of making sure you check "yes" in the box that asks you "have your recently updated your wills?", we will also provide a comprehensive breakdown of your estate flow while identifying potential pitfalls before the wealth is trasnferred from one generation to the next.

See A Sample Case Study

Hypothetical example for illustrative purposes only. Your results may vary.