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:
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:
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.
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
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.
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.
David J. Tauzin offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Tauzin Wealth Management, LLC is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through David J. Tauzin, independent agent. Tauzin Wealth Management, LLC, David J. Tauzin, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of David J. Tauzin, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) David J. Tauzin, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Copyright © 2020 Tauzin Wealth M - All Rights Reserved.
Powered by GoDaddy Website Builder