Our Services

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A Five-Step Retirement System

New Generation Retirement® is a holistic approach to retirement. It consists of a five-step retirement system that we will work through with you. Through this process, you’ll be confident that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

The Five Steps

1. Selecting a Financial Services Professional
2. Fact and Feeling Finding
3. Strategy
4. Solutions and Executing
5. Ongoing Relationship

When you work with our company, each step is documented in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement strategy.

Contact us today to start your five-step process.

Disclosure: Whenever you invest, you are at risk of loss of principal as the market does fluctuate.

The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.

This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.

The PAR process can provide answers to the following questions regarding your investments:

• How many brokerage accounts do you have at each custodian?
• How many positions do you own in each account?
• How much income do you receive from investments?
• How is your portfolio's risk balanced with potential rewards?
• If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?

The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we'll develop a plan for them to work in concert to help achieve your goals.

Many clients imagine triggering their Social Security benefits at one of three ages:

• Age 62
• Full retirement age (FRA), a specific age between 65 and 67 based on your birth year
• Age 70

However, in many circumstances, triggering your benefits at these ages may not maximize your lifetime benefit.

Instead, maximizing your lifetime benefit may be found by examining numerous filing scenarios and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.

We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.

 Our main objective is to assist clients in navigating today’s complex marketplace to help accomplish their investment aspirations and goals. The recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, goals, time frame, and income specifications.