Your strategic wealth preservation strategy is designed to ensure you are able to maintain the lifestyle you desire:
1. INITIAL CONSULTATION - Sitting down with you and gaining a comprehensive understanding of your current portfolio, social security and any other funds/expenses associated with your retirement benefits.
2. PRIORITIZATION OF GOALS - Examining where you are right now and prioritizing your retirement goals and aspirations for the future.
3. RISK MANAGEMENT ANALYSIS - Review your portfolio, retirement benefits and retirement goals. This helps determine what actions, if any, are needed to mitigate risk and help ensure sustainability.
4. RESOURCE ALLOCATION - Utilization of information collected to strategically align resources, in an effort to maximize cash flow, achieve optimum yields and strengthen overall financial performance.
5. PORTFOLIO REVIEW - Reviewing your portfolio and providing recommendations and strategies that align with your goals and objectives.