Comprehensive Retirement Planning to Protect what matters MOST!
Increasing Wealth and Reducing Taxes
Over the years of Networking, Listening and Learning from Business Owners and Responsible Adults, trends tend to emerge.
One of the more disturbing trends to see, is that the "Protection Aspects" of Winston Salem Retirement Planning are not given the level of priority as the "forward looking" aspects. Typically, the forward looking aspects encompass things like: IRA's, 401K's, Investment accounts, college savings plans, etc…
While these are important, what happens when the world turns upside down, As Murphy Says it will? What protections have you built into your financial plan that stop imminent demise? Are you sure they are secure?
This is where I find myself, shoring up and securing financial plans to allow for unlimited growth.
Comprehensive Winston Salem Retirement Planning!
What REALLY does this mean? In a truly comprehensive financial plan, all of the various pieces interact and are interdependent upon the others. Think, Jigsaw Puzzle.
To do this, one must be able to:
- Listen to the thoughts, feelings and desires of the individual to be helped
- Determine a direction, strategy and goal
- Look at all the pieces currently in place
- Evaluate the use, effectiveness and efficiency of each piece
- Design a financial plan to achieve a goal using as many of the original components as possible to maximize efficiency and effectiveness.
- Implement and monitor the progress toward the goal.
- Perform an annual review as situations and circumstances do change and products are further refined to meet need more efficiently.
If you notice, this starts with a Relationship and ends with a Relationship. WOW!
While this is not the direction all will follow, for many, it makes perfect sense, to have a Winston Salem financial advisor who knows you and your family, your families needs and desires. A Winston Salem retirement planning advisor who's total commitment is Protecting What Matters MOST through all stages of you and your families life.
If this is you, the invitation is open.
Contact Me Today
For A Complete Retirement Plan Analysis