Choice Financial Process
When it comes to life’s most important decisions, your choice is often the best choice. That’s why we emphasize listening throughout our Choice Financial Process, designed to help you not only meet those moments but make them uniquely your own.
Where has your financial journey taken you? What goals and concerns do you have for your wealth? Here’s where we hear you out. Once we know each other, we can determine whether we’re an ideal fit.
Armed with a thorough understanding of your situation, we’ll get to work crafting a plan that speaks to your needs. Constant communication will help you stay in the driver’s seat from beginning to end.
We’ll present your customized strategy and, with your approval, put it into motion. Regular reviews and maintenance will help your plan stay nimble — and ensure this is only the start of something special.
We design strategies that help accomplish
Three Key Goals
Growth Opportunities
“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.
Preservation
The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning.
Giving
You want to create a legacy that lives on after you’re gone. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, estate planning and tax planning.