MyAdvisor Method
Risk tolerance test
Our clients take a risk test and get a score ranging from 1-100. This will help make sure we build out their custom strategy around this risk score.
Retirement income planning is like Gold
Our income plan addresses the most effecient method of where to withdraw from and the proper amounts to spend on an annual basis. Potentially reducing taxes spent and increasing your probability of success.
Foundational Plan
Great for anyone seeking clarity on what it takes to achieve a comfortable retirement.
- One page report on the following.
- Retirement age assessment
- Understand when you can retire comfortably.
- Spending Plan
- Determine how much you can afford to spend in retirement.
- Social security optimization
- Identify best time to file for maximum benefits.
- Investment Strategy
- Determine personal rate of return needed and strategies on how to invest assets.
- Savings target
- Set a personal and realistic savings objective.
- Investment risk tolerance score
- Analyze your financial risk profile
- Life insurance analysis
- Ensure adequate coverage for your needs.
- Ensure adequate coverage for your needs.
- Forecast healthcare & Medicare filing
- Plan for future healthcare expenses and Medicare enrollment.
- Investment Management
- Building diversified portfolio tailored to your objectives. With quarterly updates.
MyAdvisor Method
The ultimate planning solution for those seeking a deeper level of engagement and comprehensive financial guidance.
Includes everything in foundational Plan PLUS
- Financial Director
- Works with your current attorneys, accountants and insurance professionals to coordinate a plan on your behalf.
- Ongoing comprehensive analysis to make adjustments as your goals and circumstances evolve.
- 50 point annual checklist for retirement planning
- Estate planning guidance
- Helping to ensure assets get passed along the way you want and family members don't get disinherited unknowingly.
- Access to family office planning software portal
- Aggregate all your accounts in one place to make planning easier.
- Cashflow and debt review
- Identifying the best place for excess cashflow.
- Property and casualty review
- Asses coverage for optimal protection.
- Identify needs/wants/likes
- Align your plan with your unique lifestyle through secure income strategies.
- Investment Management
- Building a diversified portfolio tailored to your objectives. With monthly updates.
- Building a diversified portfolio tailored to your objectives. With monthly updates.
- Dynamic withdrawal strategies
- Adjusting withdrawal amounts to increase likelihood of success.
- Tax insights
- Additional report reviewing tax returns that will identify any missed opportunities to maximize deductions etc...
- Roth conversion detailed report
- Explore strategies for future tax savings in a potentially increasing tax environment.
Experience holistic financial planning the MyAdvisor Method is our flagship process providing unmatched value to help achieve financial confidence and clarity.