Link a Strategy to Your Wealth - Our Approach
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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Do you have an estate strategy? You should.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.