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Link a Strategy to Your Wealth - Our Approach

Our Process

Before we begin to give purpose and vision to your wealth strategy, it is essential for us to know your goals and the assets that you bring to the experience. We have you fill out a Wealth Planning Worksheet so that we can get a good picture of the hard work you have accomplished already. We then get to know you, your goals, and your desires. Together, we will create an action plan to provide a confident financial future for you and your family. At that point, you become part of our family. We will develop a customized, personal Strategy and incorporate different estate planning tools as needed. We will then address the 13 Wealth Management Principles we have identified as being essential to a complete Wealth Management Strategy. Tim will work with our team to develop the sound strategy that your wealth deserves.

Advanced Time Segmentation® (ATS)

Advanced Time Segmentation® incorporates a segmented strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into three categories.  In the illustration below, the categories are based on the period of time in retirement when the assets are expected to generate income.

To Find Out More About Advanced Time Segmentation Click Here!


Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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