“If you fail to plan, then you plan to fail.”
We believe all successful wealth management processes require a wholistic financial plan in writing with clear goals and objectives, transparent costs and investment strategies. We call our process “Income For Life (IFL)”.
Process: Income For Life (IFL)
Income For Life (IFL) is our 60-minute meeting where we begin by determining client’s destination — how much does the client need? When do they need it by? What do they need it for? Using conservative rates of return, we project forward taxes and growth, which is overlaid by algorithmic driven simulations. We then develop a tax-sufficient risk adjusted strategy with investment options that will be reviewed, updated, and monitored regularly to ensure clients are on track to meeting their goals.