1148 West Legacy Crossing BLVD
What can I spend when the stock market crashes?
Can I coordinate my taxes, investments, and estate planning?
A GPS is a helpful tool that can navigate you safely to your desired destination. Think of our team like a GPS system for your retirement. Click on each step to learn more.
Most retirees employ outdated and expensive retail investing models carried over from their employer’s 401(k)’s. These models are watered down, clunky and expensive.
The first thing a GPS needs is information. Where do you want to go? How much fuel do you have? How fast do you like to drive? Do you prefer freeways, city streets or scenic highways?
A GPS can triangulate precisely where you are now in relation to your goals & warn you about dangers you can’t see: road construction, speed limits, traffic conditions, and accidents. Its Important to know your blind spots.
A GPS is much more than just a map. It has the tools to calculate multiple route options, and identify the optimal course, customized to your unique objectives & preferences.
You may need to make a few lane changes to get on the optimal route. A GPS assists in making necessary adjustments to get you on the right track.
If goals or conditions change the GPS recalculates your route staying with you every mile to ensure you get to your destination safely and efficiently.
This guide has been designed to give answers to all of the difficult questions surrounding Social Security. This will help you understand how and when to file for your benefits. It will help you understand how your benefits are getting taxed and some potential solutions to help reduce, or in some cases eliminate the Social Security tax.
There are thousands of licensed advisors in our industry. With so many advisors and conflicting opinions on wealth management, it may feel overwhelming to know whose advice you can trust. One suggestion we have is to reference these regulatory agencies and accreditation sites to do a little research on your advisors.