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Empowerment Planning

EMPOWERMENT PLANNING

Our passion is to help people take all of the pieces that make up a financial profile and help organize all of those pieces into a cohesive strategy, a road map if you will.

A road map designed to avoid potentially devastating pitfalls such as; health care costs, unexpected life changes, protection from unforeseen catastrophe, market events, inflation, and more.

Define your future and we design the road map to get you there.

That is Empowerment Planning

Establish

Establish

Our initial level of Empowerment Planning is built to guide working families toward financial independence. You may just be getting started but you want to build a strong financial foundation and we are here to help with strategies tailored to your needs and goals.

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Empower

Empower

Our second level of Empowerment Planning is specifically designed for those approaching retirement. You have worked hard, built your savings, and now it is time to map out your transition to the retirement you have envisioned. Years of experience have prepared us to guide you through your life transitions.

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Enhance

Enhance

Our purpose is to enhance your quality of life by reducing stress and adding peace of mind. The Enhance level of Empowerment Planning is designed for that purpose. We will be your financial concierge and coordinate with your legal and financial professionals to help you realize your goals. 

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Establish

Establish

  • Semi-annual Reviews
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals & Objectives Review
  • Risk Analysis
  • Portfolio Management
  • Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
Empower

Empower

  • Quarterly Reviews
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals Planning & Monitoring
  • Risk Analysis
  • Portfolio Management
  • Pension & Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
  • Retirement Planning
  • Education Planning
  • Tax Planning
  • Long-Term Care Planning
  • IRA Required Minimum Distributions
Enhance

Enhance

  • Quarterly Reviews Or More As Needed
  • Cash Flow & Budget Review
  • Net Worth Analysis & Tracking
  • Goals Planning & Monitoring
  • Risk Analysis
  • Portfolio Management
  • Pension & Social Security Optimization
  • Beneficiary Review
  • Advice on Outside Assets 
  • Performance Reporting
  • Client Portal/Online Vault
  • Consolidated Account Access
  • Retirement Planning
  • Education Planning
  • Tax Planning
  • Long-Term Care Planning
  • IRA Required Minimum Distributions
  • Full Financial Concierge
  • Coordinate with CPA, Attorney, etc.
  • Charity & Gift Strategies
  • Legacy Planning

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