What Is The Most Important Thing To Know When Creating Your Financial Plan?
1) What Is The Most Important Thing To Know Whe
YOU DESERVE THE BEST RETIREMENT POSSIBLE. LET US BE YOUR GUIDE ALONG THE PATH TO
FINANCIAL PEACE OF MIND.
- Independent advice from a firm that has focused on planning for over 25 years.
- Analysis of income needs now and in the future with “holistic” recommendations (i.e. intended to address all aspects of the particular client’s financial circumstances).
- Continual development and implementation of financial plan to fund income needs and help maintain designated standard of living.
- Review of overall client financial picture including real estate, insurance, business, estate issues, budgets, and long-term care needs from a fiduciary perspective.
- Recommendations regarding distribution strategies for employer retirement plans & IRAs. Analysis of the beneficiaries of IRAs. Review the benefits and detriments of converting to a Roth IRA.
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Investment “Watch Dog” Services:
- Reviewing your investments and designing a personalized portfolio!
- More than 130 years of combined experience continually monitoring your investments.
- Frequently schedule in person meetings to: review and evaluate your investments and update your financial objectives.
- Quarterly re-balancing of your portfolio to help reduce volatility.
- Independent Advice.
- Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s.
- Aggregation of all your accounts to simplify and reduce paperwork.
- Sell strategy.
- Buy strategy.
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Our Comprehensive Approach Helps You Protect Your Family and Ensure Your Wishes Are Carried Out
- Analysis of existing estate plans including review of plan design.
- Recommendations for estate plan options, including ability to meet with unaffiliated attorney for free estate planning consultation.
- Assistance in establishing and transferring assets to various types of trust accounts.
- Helping trustees through challenges of establishing an independent trustee versus appointing family.
- Review of beneficiary designations from all sources and assistance with asset titling for probate.
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.
LEARN MORE ABOUT OUR FAMILY LEGACY PLANNING
Estate Tip: Who To Name As Trustee
1) Estate Tip: Who To Name As Trustee
Estate Tip: Dynasty Trust
1) Estate Tip: Dynasty Trust
Estate Tip: Important Estate Planning Documents
1) Estate Tip: Important Estate Planning Docume
Kiplinger: Leaving Your Digital Legacy
“Between Facebook, iTunes, email and digi
Naming A Trustee for Your Estate
A client recently came to me with an interesting d
The Living Trust
Our Income Tax Planning Assistance Offers You Both Convenience and a Path to Financial Peace of Mind:
- Our tax planning assistance provides you with a viewpoint
that is focused on promoting potential tax efficiency. - Our holistic approach to retirement planning includes a
review of your unique tax situation. - Our goal is to help you potentially reduce tax liability and
potentially maximize your eligibility to contribute to your
retirement plan.
LEARN MORE ABOUT OUR INCOME TAX PLANNING ASSISTANCE
Our Commitment to Education & Special Events Revolve Around Your Unique Needs:
- Educational events by industry professionals on topics like: Income tax planning, estate planning, social security planning, identity theft, travel and long term care.
- Our annual Client Appreciation events are our way of saying “Thank You”. These events are held at great local entertainment spots! (Mesquite Rodeo, Flight Museum, Southfork Ranch, Texas Motor Speedway, Phoenix Science Center, Aquarium of the Pacific (LA), National Cowboy Museum (OKC), Ft. Worth Zoo, to name a few from the past).
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How Social Security Is Taxed
1) How Social Security Is Taxed
10 Steps To Protect Your Credit
1) 10 Steps To Protect Your Credit
What Is A Bear Market
1) What Is A Bear Market
High Rising Bull Markets and How They Ended
Right now, we are experiencing the second longest
Equifax Breach – How to Protect Yourself
As you probably heard, Equifax had a data breach a
WHAT’S ON YOUR MIND?
If it’s important to you, then it’s important to us.
That’s the way it should be among friends.
- Maintaining my lifestyle after retirementFor many, the questions of how to accurately determine the lifestyle you can afford and how you will generate the income to sustain that lifestyle is one of the topics that matters most. Let us guide you through the process. Learn More >
- Social Security decision-makingYou’ve worked all your life making social security contributions. Now it’s time to make decisions about how and when you access these benefits. Let us help you make the the choices that are in your best interests. Learn More >
- Estate planning and inheriting moneyEnsuring your estate is in proper order and your loved ones are taken care are topics we address with our clients. Inheriting money and the responsibilities that come with such a gift can also be daunting. We can help. Learn More >
- Medicare and long-term care planningWe believe selecting Medicare and a long-term care policy are essential to a well constructed retirement plan. Let us consult with you on the options that best fit your unique situation. Learn More >
- Financial needs after losing a loved one or divorceLosing a loved one or going through a divorce are challenging situations many of us face. The financial ramifications stemming from these events can dramatically impact your future. Let us help you become prepared. Learn More >
- Income Tax Planning AssistancePaying income tax while you’re gainfully employed is one thing. It’s quite another when you’re retired. The fact is, income tax can be one of the largest expenses you face. Let us help you navigate this critical issue. Learn More >
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INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:
MONEY MATTERS AWARDS & RECOGNITION
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EDUCATION + RESOURCE CENTER
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26,500! Fearless Forecast Achieved. Now What?
Market Alert September 20th, 2018: 26,500! Fearless Forecast Achieved. Now What?
As Retirement Planning Specialists, our two goals for you are:
- For you to have Financial Peace of Mind and
- For Your Money ...
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September 22nd, 2018
1) Reached 26,500 Fearless Forecast! Now What?
2) Risk Faced In Retirement #4: Health Expense Risk
3) Healthcare Open Enrollment: 5 Things You Need To Know
4) Buy-Hold Myth #1: The ...
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Risks Faced in Retirement: #2 – Inflation
I believe that inflation is a dastardly, nefarious, inscrutable enemy and that you must defeat or it will defeat you. It’s especially dangerous for retirees. Working people can usually count ...
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- Retirement Planning
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- Buy, Hold, and SELL Strategy
- and more...
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