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Investment Portfolio Management• Development of Investment Strategy designed to create, preserve, and grow your portfolio through volatile and unpredictable market conditions. • Carefully selecting and monitoring your investment strategy for proper market exposure and trends. • Plan the best tax strategies (401k, Roth IRA, IRA, etc.) to maximize your retirement while lowering your taxes as much as possible |
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Retirement Income Planning• Determine the amount needed/desired upon retirement, then implement recommendations to help fund your income needs and help maintain a comfortable standard of living • Develop a Retirement Number and Age that will prevent you from outliving your retirement income. • Calculate the best timing and methods for withdrawing retirement income. |
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Education Planning• Establish and project planning goals for family members • Determine the best type of education plan for personal circumstances • Identify current and future costs of education |
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Cash Flow Planning• Instill hope and accountability through applying Biblical Financial Principles that includes reducing debt and perusing a new career. • Create a custom family budget to identify any excess spending habits while maximizing savings and charitable giving • Strengthening marriages and individual lives by creating peace of mind with their personal finances. |
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Charitable Giving• Help identify charitable giving opportunities within your value structure that can help minimize your tax liability • Develop a charitable giving plan that can be incorporated into a cash flow and expense budget • Encourage generosity to help positively make a difference in people's lives. |
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Family Legacy and Estate Planning• Build a strategy that accommodates your Estate Plan to help ensure your retirement assets are properly distributed to loved ones for future generations. • Provide knowledge about available estate planning techniques and tools. • Development of a custom estate plan to transfer wealth while minimizing tax liabilities and possibly avoiding probate |