What’s Most Important in Your Life?
That one question begins the process of aligning your wealth with your values.
This information can’t be found in your portfolio, and it’s not always easy to put into words.
We start by working together to clarify what matters most to you. Before getting deeply into projections and strategies, we need to understand what is most precious to you.
As our process continues, planning opportunities and questions and tradeoffs begin to emerge. We educate you about tax strategies, estate planning, investment allocation, health insurance, Social Security benefits, identity theft prevention, and more.
Most importantly, we simplify your financial life by bringing all those elements together into a thoughtful plan in simple, human terms and by helping you thoroughly implement each step in the plan. Our Family Office LiteTM offering is the deepest level of simplification and coordination that we provide
Taxes. Investments. Estate plans. Health insurance. Each area is complex and impacts the others, but professionals have historically done little to coordinate with areas outside their discipline. We work hard to simplify all that complexity by coordinating each part. For qualifying clients, we pay local professionals to deliver critical counsel that adds key elements to your overall plan.Get Started
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Advisory services offered through Retirement Planning Services, LLC.