Best in Class Practices
Our unique 8-step strategy is the result of a 30-year evolution of our skill, practices and strategic thinking. These proprietary processes serve our clients in a way that is unique to our firm.
| The Independent Wisdom for Wealth® Experience |
| Stage 1 |
The WEALTH PLANNING LAUNCH™ |
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Organization |
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(Data gathering, identification of goals and objectives) |
Personal Balance Sheet |
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| Stage 2 |
The FUTURE VISION CLARIFIER™ |
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Optimism |
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(Current and future cash flow and income tax projections) |
Retirement Planning Model |
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| Stage 3 |
The PORTFOLIO DESIGN BLUEPRINT™ |
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Confidence |
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(Asset allocation strategy based on time horizon and risk tolerance) |
IPS (Investment Policy Statement) |
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| Stage 4 |
The STRATEGIC INVESTMENT SOLUTION™ |
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Control |
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(Specific investment recommendations to buy, sell or hold) |
Portfolio Restructuring Plan |
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| Stage 5 |
The RISK MANAGEMENT ASSESSMENT™ |
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Protection |
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(Death, disability/incapacity cash flow projections and insurance review/recommendations) |
Estate/Disability/LTC Planning Model |
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| Stage 6 |
The LEGACY MAXIMIZATION ANALYSIS™ |
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Inspiration |
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(Estate plan and estate documents review and recommendations) |
Estate Plan Flowchart |
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| Stage 7 |
The TAX MINIMIZATION REVIEW™ |
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Security |
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(Income, estate and gift tax projections and recommendations) |
Tax Planning Model |
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| Stage 8 |
The WEALTH PRESERVATION GAMEPLAN™ |
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Rigor |
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(Goal prioritization and wealth building/transfer strategies) |
GPS (Goal Planning Statement) |
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