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Financial Blueprint

Wealth Strategies Built to Last

A solid retirement is built on a comprehensive and holistic plan encompassing every aspect of your financial life. Our Financial Blueprint system is designed around five key areas of your financial life:

Income Planning
01

Income Planning

Investment Planning
02

Investment Planning

Tax Planning
03

Tax Planning

Health Care Planning
04

Health Care Planning

Legacy Planning
05

Legacy Planning

01

Income Planning

Our goal is to help ensure your expenses can be paid every month with reliability and predictability for the rest of your life. We examine:

  • Social Security maximization
  • Income & expense analysis
  • Inflation plan
  • Spousal plan
  • Longevity protection

02

Investment Planning

Once your income is established, we create an investment plan for the remaining assets that you do not need to draw from for monthly expenses. We look at:

  • Assessing your risk tolerance
  • Adjusting your portfolio to reduce fees
  • Volatility control
  • Evaluate ways to reduce risk while still working towards your goals
  • Comprehensive institutional money management

03

Tax Planning

We build a strategy for potentially decreasing tax liabilities, including: 

  • Assessing the taxable nature of your current holdings
  • Possible IRA planning
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Strategize which tax category to draw income from first to potentially reduce tax burden
  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries

04

Health Care Planning

We will create a plan to help you address rising health care costs and prepare for potential health-related events, including: 

  • Looking at all aspects of Medicare Parts A, B & D
  • Analyzing options for a long-term care plan

05

Legacy Planning

We work collaboratively with a qualified estate planning attorney to ensure your assets are passed to your beneficiaries in a tax-efficient manner. Your legacy plan includes: 

  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distribution to your beneficiaries probate free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death
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