Broker Check
When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

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 Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

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

Federal Income Tax

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

View all presentations arrow

The Power of Compound Interest

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Business Cycle

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow