Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Give us a chance to earn your trust and we’ll create a plan that you will absolutely love and feel 100% confident in. No pressure, no gimmicks and no sales pitch!
How do we do this? We engage you in the process and spend hours with you over multiple meetings. We’ll educate you, and illustrate how your plan works so you see for yourself rather than just “hope” your advisor did it right. We then spend great deals of time making adjustments, and running new scenarios with you.
Retirement planning can be confusing, challenging and downright frustrating! The stakes are too high to make errors, and the retirement planner you trust with your future must create a workable plan that meets your goals.
If you’re like our clients you want to know:
- When you can retire
- How you can retire
- How to generate a retirement paycheck
- How to invest wisely
- Will you outlive your money
- Should buy that second home
- What is the best way to take social security (SS maximization)
- Should you exercise those stock options now, or later
- How much you will have left to leave your loved ones
- How much can you spend on travel, home improvements, and new cars
- And on, and on, and on…
But if you were our client you’d already have the answers, be sleeping well at night, and living a financially inspired retirement.
You have a terribly difficult, and critically important decision to make. The advisor you trust must have extensive experience and knowledge, but more importantly be willing to go the extra mile to earn your trust. We’d like a chance to earn your trust, and the opportunity to help you achieve your retirement planning goals.
That’s why we created the Retirement Architect program. Most investors (and financial advisors) focus on investing. While investing and investments are important, retirement planning is far more critical to your financial success. With the right plan you’ll reach all your goals and do so with confidence!
The Retirement Architect Program:
- Total Client Profile. Financial fact finding and data collection including a detailed mapping of your life situation, financial position, unique financial needs & goals, and retirement dreams.
- Wealth Management Team. Personal introductions to affiliated estate, legal, risk management, and tax advisors in Las Vegas when appropriate.
- Retirement Income Strategy. Creation of a personalized retirement income strategy designed to reduce volatility & uncertainty, while preserving and growing your wealth for the future.
- Investment Policy. Compilation of a structured Investment Policy Statement detailing the concepts and strategies established for your unique retirement investment plan.
- Plan Administration Meeting. Personal review & explanation of your retirement plan (with adjustments) including various life and financial scenarios.
- Implementation. Execution of your personal retirement income plan and Investment Policy Statement.
- Hands-On Maintenance. Personal ongoing monitoring and support of your plan, including daily reviews and tax efficient strategy implementation.
- Portfolio & Plan Access. Online account access to personalized performance, financial planning, portfolio, tax, income, and allocation reporting 24/7.
- Planning Supervision. Personal semi-annual Retirement Architect Program review, analysis of your progress, and adjustments as necessary.
The Retirement Architect Program covers nearly every facet of your financial life during retirement. It will take the guesswork out of retirement income planning and implement a world-class low-cost tax-efficient strategy to deliver the financially inspired retirement that you envision.
