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HOW WE WORK

Careful Financial planning includes aligning your available resources with your personal definition of "retirement.” Because everyone's goals are different, we work with every client individually to build a retirement plan and integrated investment strategy designed to meet your personal needs and life goals. If you're transitioning into retirement, we'll work closely with you to make this life transition as smooth as possible, talking you through your options and taking the mystery out of the planning process to help you understand the pros and cons of each choice to help you make the best decisions for you. From retirement distribution and cash-flow planning to risk management and asset protection, we'll help you plan effectively to reduce financial stress and enjoy your retirement years to the fullest.

The Process

The Process

We create strategies that are tailored to your needs and goals.

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Your Plan

Your Plan

Years of experience have prepared us to guide you through your life transitions.

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Investment Policy Statement

Investment Policy Statement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Portal 

Client Portal 

Tracking progress, monitoring and knowledge of where your stand as you accomplish your goals is just at important of having a plan.

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FAILING TO PLAN FOR RETIREMENT ISNT AN OPTION

FAILING TO PLAN FOR RETIREMENT ISNT AN OPTION

Your investments and financial decisions should always be done within the framework of your financial plan. Understanding "WHY" one strategy benefits you more than the another can easily be illustrated in your personalized plan. 

Understanding you and your goals is paramount to guiding you past the risks and possible blunders that might be in your future.  

YOUR RETIREMENT DOEST HAVE TO BE GAMBLE

YOUR RETIREMENT DOEST HAVE TO BE GAMBLE

See if your current retirement plan is on track. We can answer your questions or concerns with a complimentary review of your plan and situation. 

During your plan review, we can show you multiple  "what if" scenarios to answer those pressing questions. Questions like:

"how long will my assets last"

"what kind of taxes will I pay in retirement"

"what assets should I use first"

"am I too risky and is my investment mix reasonable"

Many people feel the stress of not having the knowledge of what their retirement will look like; you're not alone. 

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

darrin@FSIWealth.net|  (619) 681-1914