The first goal of your financial plan should be to avoid outliving your money.

Do You Have the Plan That’s Right for You?

Our comprehensive advisory process known as a "Life Map" allows us to uncover what is most important— your values, needs, concerns and hopes in order to put together the best possible long-term plan.

This discussion is one of the most important components of any successful advisory relationships. We use industry leading software which helps us:

• Manage Behavior to the Financial Plan
• Review Distribution Sequence
• Ensure you do not outlive you money
• Taxes

This process uncovers current and potential future issues.

*Vanguard Advisor’s Alpha Donald G. Bennyhoff, CFA; Fancis M. Kinniry Jr., CFA June 2016