HELPING CLIENTS PURSUE FINANCIAL INDEPENDENCE

We understand that we cannot be all things to all people.  This is why we offer our services to those individuals and organizations that we are best positioned to help.  Our focus on our proven, repeatable process ensures that our clients have the edge when it comes to planning for their retirement.

 

The Premier Planning Process 

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DISCOVER

We take the time to understand exactly what it is that you are trying to accomplish.  Only with a deep understanding of what you are trying to build can we start the process of helping you get there. 

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BUILD

When we know where you want to go, we can start compiling the tools and tactics that will get you there the fastest.  Whether it's allocating your 401k, or moving into retirement distributions, our process guides our decisions every step of the way. 

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IMPLEMENT

Knowing what to do is only 20% of the battle.  The remainder is implementing and sticking with the plan.  By allowing the plan to guide our decisions, we remove emotions from the process, giving you the greatest opportunity for success. 

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REVIEW

Life changes. Your plan needs to be able to adapt. Whether it is a new baby, an unexpected job loss, or medical reasons that cause you to leave the workforce early, we check our work to make sure you are still on track. 

Through LPL Financial, our financial professionals aren't tied to any particular investments.  We have the flexibility to build a plan that is custom for you.  We create a "Premier Vision Document" which is a snapshot in time representing where you are, and the progress to where you want to be. 

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Pre-Retiree / Post-Retiree

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Transitioning to Retirement

Pre-Retiree /  Post-Retiree

Moving from Asset Accumulation to Retirement Distributions is one of the most difficult you can make.  Knowing what to do during periods of chaos gives you the confidence you need to successfully navigate this time. 

Healthcare Professionals

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Preparing for Retirement

Healthcare Professionals

Your job demands you to take care of a lot of other people.  It's time that someone took care of you.  You face many unique challenges, which can be opportunities in disguise.  Putting a plan into place ensures you are able to retire when you want.

Small Businesses

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Managing Your Business

Business Owners

You've spent your life building your business.  We can help ensure it is working for you.  Whether this is reviewing an existing retirement plan, starting from scratch, or planning an exit, we can help you make the best decisions.