- Discuss what retirement actually means to you. Not just an age or a dollar amount, but how do you want to feel.
- Examine your current state of affairs.
- Map out exactly what needs to be accomplished, and who is responsible, for attaining your vision.
- Determine where you feel "threatened" by movements in your investment portfolio and the market as a whole.
- Guide you through the process of mapping your investments to minimize the threats we just determined.
- Monitor and manage your portfolio so when threats arise, you are kept safe from their impact.
- Analyze business structure for optimization of corporate structure in today's environment.
- Implement and manage company retirement and succession plans.
- Protect personal desires from being impacted by business risks.
When needed, we will consult with additional professionals.