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.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Understanding the value of a home warranty.
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Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing the rules may help you decide when to start benefits.
Assess how many days you'll work to pay your federal tax liability.
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Estimate your monthly and annual income from various IRA types.
Learn about the difference between bulls and bears—markets, that is!
A couple become Retirement Plan Detectives, searching records from old employers.
Here is a quick history of the Federal Reserve and an overview of what it does.
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Agent Jane Bond is on the case, cracking the code on bonds.
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