Our Process
Without a process that systematically covers every key area of your financial life in retirement, what you have is merely a collection of assets. Our distinct five-step process helps guides client from building their own solid income through to an intergenerational legacy of wealth.
Income
You can’t spend with confidence if you’re worried about how market fluctuations impact your ability to buy groceries or pay the utility bill. Instead, our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life – no market roller coaster necessary.
Investments
401(k)s, IRAs, stocks, bonds, and more may play a role in your investment strategy. Once you have an established income plan, your remaining investable assets can be targeted toward longer-term growth potential.
Taxes
Keep more of your money working for you and your family with proactive tax planning, done in conjunction with a qualified CPA. With a more efficient overall strategy, you can do more with what you have.
Healthcare
Even a well-built retirement strategy could be derailed by an unforeseen healthcare crisis like a long-term stay in a nursing home. Taking a forward approach to the rising cost of health care will better position you for more comfortable and financially stable outcomes.
Legacy
Make an impact on the people and causes that matter to you most by planning an effective legacy strategy that minimizes taxes and legal exposure. We work with qualified estate planning attorneys to complete a plan that treats your family with dignity and discretion.
1
Connect
We’ll find out what’s important to you and your family, and connect your family to ours.
2
Clarify
Then we work to clarify your path using the Unified Retirement GPS™.
3
Celebrate
Finally, you'll embark on a Unified, Lifelong Adventure™ that opens the door for you to be fearless, and approach retirement with the confidence to explore all that this next chapter may hold.
