PLAN SMART RETIRE WELL
Traditionally, financial planning has been focused on rate of return, risk, and reward analysis and ultimately the creation of an investment plan geared toward the clients’ asset growth goals. A PSRW Review helps refocus your goals toward preservation of assets, retirement income planning and the lifestyle you want in retirement.
LET’S START BY PLANNING SMART
PSRW is about problem-solving and driving toward the goals you define, to help make your retirement plan more successful. That can include tax minimization strategies, specialized investment strategies, insurance coverage and income planning.
We believe the most successful retirement plans combine several different approaches that grow wealth, generate income, and save money.
Old-style planning has always been about holding on and hoping the market moves in your favor when you need your money most. We are sure you’ve heard from your advisor when the market drops “Hold on, it’ll come back!”. But what if you need your money now.
Our process is much different. We use a detailed plan to lay out how and when you will use your money for income during retirement. We do not want to depend on timing the market. This is especially true in retirement.
Custom Fit Solutions
Most planning in America today is very “off the shelf”. Not here. The families we work with bring in financial problems as different and unique as each of their own fingerprints. No two situations ever present in the same way. Therefore, out process is geared toward finding the custom-fit solutions to solve our clients’ most pressing problems. Often these problems keep them up at night, worried about their future or the future of their loved ones. We help our clients move toward goals they always dreamed of outcomes that provide a sense of comfort for the individuals and their families
WHY IS PSRW SO MUCH BETTER!
One of our clients said it best “It’s like cleaning out the “junk drawer” in the kitchen for the first time in 40 years and finally getting everything in place.” What they mean is that our proprietary Plan Smart Retire Well Process organizes your legal, financial and asset protection planning, rather than just accumulating a “junk drawer” of financial and legal stuff over time with no meaningful analysis of how each effects the other. PSRW is about coordination and focus on purpose – your purpose!
This material has been prepared for information and education purposes only. It is not intended to provide and should not be relied upon for accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.