To enable our clients to live the retirement they imagined before they retired … then leave a legacy of both values and valuables, guaranteeing a place on their heirs’ wall of fame.
We accept both the pleasure and responsibility of serving as chief financial officer for a select group of families. We help our clients live the retirement they imagined. Our signature LifePlan is a client’s financial roadmap reflecting their LifeStory …for living and for legacy. Simple. Profound.
- LOGICTRAK DISCUSSION AND DISCOVERY - tell us your story!
- 3-STEP REVIEW focuses on taxes, income, risk & fees.
- TAXES – Every dollar you own fits in one of 3 buckets – taxable now, later or never. Your tax return acts as a financial MRI, revealing the good, the bad, and the ugly!
- INCOME - Are you drawing income from the most efficient sources? Is your income pension-like, guaranteed for life or could your plan run out of money before you run out of life
- RISK & FEES - We quantify how much risk you are taking and how many fees you are paying. Most of our clients are shocked to find that the unknown and undisclosed fees often equal the known costs. Then, we assess Long Term Care concerns and Charitable desires.
- CREATE LIFEPLAN FOR YOUR REVIEW
- TWEAK AND IMPLEMENT LIFEPLAN