Retirement Planning Framework -
I strive to help the government contractor optimize their financial world in order to build an amazing life of significance.
In order to support this goal I strive to help government contractors, both business owners and executives within that firm, prepare for an optimal transition or retirement from their business through a highly-customized, client-centric approach.
Through my retirement planning framework that is used in working with a number of government contractors I am focused on optimizing every aspect of your financial world and help you make the best decisions for your unique situation and life so you can transition from your business with confidence that you can maintain financial independence throughout retirement while also having the ability to take great care of your loved ones and do the things most meaningful to you.
My Retirement Planning Framework:
The key to helping you build a solid retirement plan that gives you authentic confidence in your future is through our personalized, comprehensive wealth management process that goes much further than just taking care of your investments.
When looking at a government contractor’s entire financial world, I believe such a wide range of financial needs requires a wide range of financial experience. That is why I specialize in helping you build and manage a customized process to address each area of your financial life in a holistic and synergistic manner.
My goal is to have every aspect of your financial world working together cohesively to create the greatest outcomes possible for your life and the lives of those you love.
As a client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.
In addition, my team can help you to address your top concerns, such as business succession planning, wealth preservation, tax-efficient investment strategies, wealth transfer, asset protection, and charitable giving.
Retirement Planning Framework Process:
Discover - Through my thoughtful, client-centric discovery process, my goal is to gain a deep understanding of where you are now, where you want to go, and the gaps that stand in between.
You- I begin with gaining a deep understanding of who you are, you’re unique needs, your values, your business and personal goals, and what’s important for you and your loved ones so that I can create personalized solutions that result in the most meaningful outcomes for your life and the lives of those you love.
Your Financial World- I then gather and thoroughly analyze each aspect of your assets and liabilities to begin to look at what needs to be done to achieve your goals.
Your Professional Relationships- Finally, I look at the professionals you are working with and discuss if they are qualified to help you achieve your goals and if they will be a good fit going forward as I prepare to build your optimal financial world team.
Build - Based on the deep understanding I gain through the discovery process, I work to build your retirement and investment plan, As a client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products who can help optimize every important area of your financial world in a cohesive help achieve your goals.
Advanced Retirement Plan - I begin by building your advanced retirement plan, seeking to effectively address any failures in your current retirement planning strategies and striving to ensure that you are no longer missing any overlooked, meaningful opportunities. I then prioritize each area that needs to be addressed in order of importance, and I build a plan for doing so in the short and long term around the following areas:
- Retirement Planning
- Succession Planning
- Tax-Efficient Investment Strategies
- Wealth Transfer
- Asset Protection
· Charitable Planning
Investment Plan- I believe that wealth preservation is the cornerstone capability of the investment plan services and should be a well-thought-out process, including a understanding of your risk profile and time horizon, asset allocation, as well as and your cash flow / income needs are all part of your investment objectives. From that analysis, I can help you prepare a tax efficient investment strategy to best allocate and manage your investments in an appropriate manner.
Relationship Management- I can provide access to wealth management, commercial banking and investment banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates.
In addition, I support you further by managing these relationships for you so that your needs are most-effectively communicated to each specialist, helping to alleviate any pressure of handling all of these relationships on your own.
Equally important - I establish a relationship with your family and, when valuable to do so, hold family meetings so that everyone important to you can understand and successfully implement the right investment and retirement plan going forward.
Implement – I am with you every step of the way, coordinating the implementation of your retirement plan and managing the relationships with each member of your cohesive team to make sure the items on your plan are being executed in the most tax-effective manner possible. I also constantly provide ongoing review of your investments and guidance to help you maintain your standard of living in retirement.
Simply, my mission is to help you make smart, well-thought-out financial decisions that give you the financial independence to live what I call an amazing life of significance - a life in which you are able to take great care of your loved ones, support the causes you care about, and make a difference in the world.
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