Every client has individual specific goals and objectives for their retirement. We recognize and embrace the concept that minimizing losses during retirement is key to a successful retirement plan. We utilize tax favored planning to assist in portfolio growth during favorable market conditions and understand that losses hurt you more than gains help you.
Our Firm Core Values for Success
Fiduciary Responsibility
A fiduciary is someone who manages money or property for someone else or a client in our business, while acting prudently and in the best interests of another person.
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The 5 primary responsibilities of a fiduciary:
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The best interests of the client comes before your own.
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Act with utmost good faith.
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Provide full and fair disclosure of all material facts.
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Do not mislead clients.
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Disclose all conflicts of interest.
We Believe the Secret to Success of a Sound Retirement
Plan Depends
Upon:
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Financial Planning
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Clear Understanding of Current Financial Position
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Well Defined and Documented Goals
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Management of Investment Strategies
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Risk Management
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Tax Planning
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Budgeting
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Cash Distribution Planning
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Estate and Legacy Planning
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Implementation of a Plan and Regular Reviews
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