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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

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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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.

Can I Refinance My Mortgage?

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

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

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.

Managing Your Lifestyle

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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