A WELL-ORDERED PROCESS for personalizing your plan

The Unique Discovery

A Retirement without Compromise

  • When can it start?
  • How much will I need when I am done playing to maintain a comfortable lifestyle?
  • Where will it come from?
  • Will I have residency issues with my portfolio?

A Lifestyle That Suits You

  • Planning for short-term cash needs
  • Planning for long-term cash needs
  • Protecting assets and income

Financial Interaction with Children

  • Helping them with college and other life events
  • Ensuring your legacy is handled with care.

These are just some of the issues we will cover with you on an ongoing basis in order to build a comprehensive plan for achieving your goals.

The renowned philosopher, Yogi Berra, once said, “If you don't know where you are going, you might end up somewhere else!” Successful investment and financial planning decisions can only be made in the framework of who you are, what point of your career are you in, where do you want to reside when you no longer play and how do you want to get there. We discover together what is unique about your financial personality through the quality of conversations we have with you, the depth of questions we ask about what's important to you, and analysis of your playing career we undertake. Here are some things we help you figure out:

  • We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.

  • Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

  • With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

  • Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki