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Smart Retirement System



The Six Part Smart Retirement System is Designed to Maximize Your Retirement Lifestyle and Minimize Your Taxes

Organization

It all starts with a solid foundation. Organization of ideas, goals, assets, and strategies is imperative with smart planning.

Beneficiary Affirmation

As simple as it sounds, this often overlooked feature of accounts - both retirement and non-retirement - is extremely valuable for the well-being of your family. This is much easier to tackle after organization.

Cash Flow Analysis

Understanding current income and expenses makes for a much more accurate, intuitive retirement income strategy.

Future Income Calculation

Quantifying all future income sources will greatly help decipher the need to draw from personal accounts in retirement.

Gap Analysis

The process of solving for "x". By understanding cash flow and future income you can then solve for the gap. This is needed to appropriately invest assets.

Tax & Investment Management

Noticeably last on the list; investment and tax planning go together like peas and carrots. As important as it is to appropriately manage each, it becomes much easier once the previous steps are solved.

Process & Timeline

FOUR STEPS

Step 1: Intro Call

Step 1: Intro Call

20-minute phone call for introductions and deteriming if our personalities match and whether our expertise falls in line with your needs.


Must mutually decide to proceed or not - no obligations!

Step 2: Intro & Diagnostic Visit

Step 2: Intro & Diagnostic Visit

Meet in person and take a deep dive into your financial and personal situation.

Share suggestions and offer a complimentary tax report.

Clarify any questions, goals, intentions, and needs before moving forward.

Step 3: Proposal Visit

Step 3: Proposal Visit

Recommendations are laid out during this initial proposal visit.

It is meant to be something for you to think on at home, suggest possible changes, decline, or hopefully accept!

Step 4: Implementation

Step 4: Implementation

Let's build!


OR


Let's personalize more, then build!

“Simplicity is the Ultimate Sophistication”
- LEONARDO DAVINCI

As a Retirement Planning Specialist, I Work Best With a Specific Set of Clients:

Age 55 & Up

Especially those who are retired or would like to retire in some capacity within 5 years.

$750,000 +

Hard-working savers who have acquired investments valued over $750,000 through years of work.

Delegators

People who are looking to hire a professional they can trust. Then value and follow knowledgeable, unbiased advice.


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