Private Wealth Management for Select Individuals
We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER.
We take a proactive holistic approach to financial services because we believe that wealth management, risk management, tax management and debt management does not exist in a vacuum. We believe that achieving long-term financial objectives requires a multi-disciplinary methodology delivered by a team of experienced financial professionals.
In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential. We take a client-partner approach that involves our clients in the retirement process. We think it is important you know where you stand. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide you with the advice, support, and tools you need to make the right decisions every day.
Today's markets require discipline, prudence and experience to achieve success. A retirement plan alone is like having a car and not knowing how to drive. Action is required from both the advisor and client. Usually when there is no mutual involvement in the planning, commitment lacks. We believe that you plan your retirement and that you pursue your plan. The failure to take consistent action is where most plans fall short.
Retirement is a challenge. Prosperity in retirement is the direct result of having a workable process. Our question to you: Looking over the past three years, did you end up where you thought you would be today? If not, what is your plan to be sure the next three years will unfold like you want them to?
Reach out to us today to review your financial situation: (336) 285-0829
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are things about Social Security that might surprise you.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.