Do you have a retirement plan? We can help.
The process of making a plan is important to the security of your financial future. Research has shown that people have a lot of anxiety about retirement and investing because of all the variables involved. Our planning model makes sure that you know your key financial numbers and we can help you create a tailored plan with your lifestyle, goals, and needs in mind. Here is our process we call “Know Your Numbers & Have a Plan”.
Know your risk score
Every investor has a risk tolerance they are comfortable with and every investment has a risk score. Do you know the number that describes you and your investments?
Know your Max Drawdown number
This is the maximum loss you are willing to take in your investment portfolio. You should set a Max Drawdown number that you are comfortable with ahead of time, not under the pressure of a down market.
Know your annual withdraw rate
Your annual withdrawal rate is the percentage you are taking from your investment portfolio each year. This number is depends of many factors and should be customized to fit your current and long-term income needs.
Have a plan, have a plan, have a plan
Most people don’t have a plan. They have stacks of statements and insurance policies that tells them today’s values, but tells little, if anything, about their future financial outlook. We offer a series of reports to anyone who schedules an appointment with our ofﬁce, at no charge, offering insight into your current investments, insurance policies, and your overall ﬁnancial plan.Get Started Today!
Find out more about these concepts and other materials related to retirement financial planning on our Planning Areas Resources page.
We offer a series of reports for anyone who schedules an appointment with our ofﬁce at no charge. These reports can offer insight into your current investments, policies, and your overall ﬁnancial plan. After our meeting you will know your Risk Tolerance Score, your Max-Drawdown on your current portfolio, and your Withdraw Rate percentage.
We are often asked why we do these reports at no charges?
First – We want to make sure we are a good fit. Can we effectively communicate with a potential client and is the client comfortable with us? Let’s face it, some people are just not a good fit for one another.
Second – We want the chance to earn your business by demonstrating superior planning