A Virtual Meeting.
We'll set up an online meeting to discuss your specific needs and see if a S.M.A.A.R.T plan makes sense for you and your family.
Your meal is on us!
During our meeting we will have your brunch, lunch or dinner delivered to you. We find that breaking bread together is the best way to get to know each other and learn about your needs and goals in retirement.
We'll take care of everything.
Our meeting coordinator will contact you to set your appointment time and discuss your meal options. You sit back, relax and enjoy your conversation and meal with us. We'll take care of everything else.
Explore The S.M.A.A.R.T. Plan
We work together as a team. You, us and them.
We will Synchronize and Manage the team players needed to create a full retirement plan for you and your family. That includes working with lawyers on an estate plan, tax professionals for tax planning, insurance agents for all your insurance needs and financial advisors to develop the best retirement plan you can have and enjoy your retirement years they way you want.
Proper Asset Allocation is the key to a successful retirement. When implemented correctly, there is no need to worry about market corrections or world events. A good asset allocation starts with the Bucket Plan® to build in a time horizon and the emergency funds needed to ensure you don't run out of money during your retirement years.
Research and Technology
As an independent planning firm, we have the ability to partner with some of the biggest companies, giving us access to state-of-the-art technology. By using A.I. and proprietary algorithms and software, we are able to create industry leading plans that very few other firms can match. We're proud of the research and technology tools we have access to and think you'll enjoy them too!
There are 4 things you should look for when building a retirement plan.
A Fiduciary has a legal responsibility to do what is in the best interest of the client. Most "advisors" are held to a suitability standard meaning they only have to do what is suitable for that client and not necessarily what is in your best interest. Make sure you are working with a Fiduciary that is going to have your best interests first.
Have you ever wondered how the wealthy are able to manage their portfolios and retirement plans? They take a team approach - from Lawyers and Tax Planners to Insurance Agents, Financial Advisors and Client Services Specialists, we have developed that concept made it available to everyone - making sure you are getting the full level of service you deserve during your retirement years.
Working with an independent firm allows them to recommend any and all products available on the market. Instead of only being allowed to recommend certain company products, independent firms have access to a wide range of financial tools, allowing them to put the best plan possible together for you.
We've been in business 36 years - and we've seen a lot of things during that time. Our experience and education has built one of the most successful retirement planning firms in the country.
The Bucket Plan Book
When you book your free consultation, not only will we send you a great meal on us, but you will also receive a copy of the the best selling book, The Bucket Plan.
“This book is both encouraging and motivating, so much so that you’ll want to get to the end of the Jerry and Irene story so that you can implement this immediately with your financial advisor. You won’t want to put it off for another minute.”
– Ed Slott, America’s IRA Expert
This is what our clients have said
about our S.M.A.A.R.T. Plan.
The plan that was developed for me was, and this is no pun intended, the smartest thing I've ever done. I thought I had a retirement plan in place, but what I learned was that I had a financial plan and not a true retirement plan. Taking the time to learn the difference completely changed my retirement. And the dinner was a nice touch too! Can't recommend this process enough. Thank you!!!