Our vision is to create a world where all our clients live a purposeful and active retirement, loving and experiencing the life they have earned.
Most of our clients are high level Executives who are preparing to leave the pressures of corporate life but are not yet ready for a rocking chair. The reality is they want to live a full and active life but are not sure how to transition their wealth from the growth phase to the spending phase. They really want a well thought out plan that covers all the bases.
What's interesting is it doesn't matter how they created this wealth, they all share the same three concerns:
1. Where will my income come from?
2. How long will my money last?
3. How can I best protect our lifestyle?
So what do we do for them?
1. Develop their Personal Income Plan
2. Incorporate our Balanced Investment Strategy
3. Implement our Total Wealth Process