Step 1: Getting To Know Each Other
It is our belief that confidence and peace of mind in retirement only comes from knowing that you're making the best possible decisions for you and your loved ones. Our process is designed to help you take control of your financial future and ensure that you are making the strongest possible decisions today, tomorrow, and long into the future.
In our first meeting, we will get to know each other. We'll talk about what your financial objectives are and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Building Your Financial Plan
In our next meeting we'll work on building your financial strategy which includes:
- Income Planning
- Advance Tax Planning
- Investment & Risk Management Strategies
- Estate Planning
We'll cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.
Our financial strategies are chosen based on their ability to protect our clients' assets during times of market volatility, while still capturing market upswings during times of growth. As your investment advisor representative, we will work hard to protect, preserve, and grow your hard earned assets. In addition, you can always rely on our Chief Investment Officer, Joseph A. Burkart, II, MBA, CFP, who will be overseeing your accounts and will be working one-on-one with you to achieve your financial objectives.
Step 4: Legacy Planning
As your investments grow and your wealth accumulates, we will start making preparations to create a living legacy for you to leave behind for generations to come. We can help you with the safe transfer of your assets to your spouse and the eventual creation of a living legacy.
You'll work with our in-house attorneys, accountants and estate planners, who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts, we'll help you leave the legacy you deserve.
Our Commitment To You
Our commitment is to always put your interests first and do our very best to ensure that your assets are protected as much as possible. Here at Financial Success, Inc., we're committed to treating and protecting our clients like family. Rediscover what it means to have confidence and peace of mind again. Call us today for a free, no-obligation strategy session. Call: (816) 224-8888 or click here to contact us today.