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Financial Planning

Whether you’re five years, or twenty years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment. 

Our 7 step financial planning process involves:

  1. Portfolio Risk Review
  2. Fee Analysis
  3. Tax Considerations*
  4. Accumulation/Distribution Planning
  5. Social Security Maximization
  6. Insurance Check-up: Life, Long Term Care, Disability, Health
  7. Estate Plan/Beneficiary Review

* Neither Securities America, Inc. nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.