Security Builder for Financial Independence Planning
For mid-career professionals who have managed a savings and investment portfolio well, and are looking for expanded, comprehensive professional services, including institutional quality investment strategies. such as:
Wealth Management Hub –A personalized website to organize and track the increasingly complex nature of managing your financial life.
Retirement Builder Tool – Increase precision in goal setting for greater confidence that your long-term goals will be met and ensure you’re not over-sacrificing your current lifestyle.
Estate Plan Designer – A planner that ensures your assets are left in an organized, well-managed fashion for your loved ones.
Insurance Assessor – Make sure your family is not left in a devastated financial state by a disastrous event.
Capital Allocator – Measure whether your reward appropriately matches your risk. This tool measures increased sophistication and diversification of your investment portfolio so that you are appropriately compensated for the risk you are taking.
Charitable Giving Planner –With financial success, you can now start to champion your favorite causes. This planner does so in a smart and tax-leveraged way that can increase your impact.
If these considerations resonate with your situation you may be a good fit for our services. Give us a call to start a conversation and a free evaluation.