OUR PROCESS
PLANNING FIRST
During our initial meetings, you will notice we ask many questions. The questioning process is vitally important, as it helps us understand your current financial situation, define your future goals, measure your risk tolerance and fully grasp your goals and dreams.
Specifically, the foundation of our planning will include:
- Analysis of your current situation
- Definition of your future objectives and goals
- Quantification of an accumulation plan
- Projection of your retirement income distribution amounts
Additional components will include:
- Ongoing monitoring and review
- Essential document check-ups
- Asset protection analysis*
- Integration of plan with your CPA and estate planning attorney
*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.