EVEREST

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Ascent

Now we are ready to begin the advanced planning process. We will help you set up access to your financial plan. We will run scenarios to ensure we have covered all the bases.

Establish Retirement Income Strategy

  • Align your strategy & goals

  • Discuss traditional investment options

  • Review your insurance rate options

  • Coordinate any specialized planning with your attorney or accountant

Develop a Tax Efficient Conversion Strategy

Model Tax Efficient Retirement Account Income Distribution

Analyze Your Retirement Probability

Review Medicare Enrollment

Getting the Most Out of Social Security Benefits

Education Planning for Your Children

  • Early planning for higher education

    • 8th grade​

  • Education Savings​

    • Pre-paid tuition plans​

    • College savings plan

Ascent

Ascent

The final step is to develop a plan that will ensure your loved ones inherit your estate as efficiently as possible.

Evaluate Your Estate

Give Your Assets a Home After Death

Create Your Legacy

  • Family

  • Chruch

  • Charity

  • Education Planning for Your Children

Implement Efficient Gifting Strategies

  • Qualified Charitable Distributions

Minimize Legal Interference in Your Estate

Updates on Estate Tax Legislative Changes

*Assist in organization of Wills & Trusts. Actual documents must be drafted by an Estate Attorney

Summit

Summit

We will review your current situation to determine what you need to do to meet your retirement & savings goals.

Examine Your Current Situation

  • Take a financial inventory

  • Get organized

    • Online financial management​

Time to Discover Your Dreams

What Risks are You Vulnerable To?

  • Underinsured: life insurance

  • Inability to work

    • Long & short term disability​

  • Financial fraud​

  • Outliving your money

  • Chronic health conditions

  • Poor investment management

What's Your Investment Style?

Understanding Your Investment Objective

  • Tolerance for Risk

  • Time Horizon

Survey

Once we have organized your assets & reviewed your potential risk exposure, we will analyze your current insurance coverage, retirement & education savings strategies.​

 Review of Financial Inventory

  • Create a personal financial statement

  • Consolidate/organize important documents for convenient access

Develop a Spending & Savings Strategy

Define Your Financial Goals & Timeframes

  • What does retirement look like?

  • Paying for private or higher education

Mitigate Vulnerability to Risks

  • Analyze:

    • Life insurance needs​

    • Disability insurance needs

    • Future health/elder care needs:

      • personal or family member​

    • Exposure​ to investment volatility

    • Your portfolios exposure to volatility

    • Testing portfolio's endurance to market volatility 

Navigate

Navigate

We'll identify planning strategies designed to minimize tax & maximize what you get to keep & enjoy.

How Can We Better Your Financial Strategy?

Integrate a Future Social Security Claiming Strategy

Optional Tax Savings Strategies

  • Roth conduit

  • Roth conversions

  • Health savings account (HSA)

    • Funding from an IRA​

Mitigate Vulnerability to Risk (cont)

  • Matching your investments to your investment style and objective

  • Best practices on preventing fraud

For Business Owners:

Planning for Your Business

  • Company exit strategy

  • Key employee retention

Excursion

Excursion

Base Camp

We'll review the financial recommendations that best fit your current/future needs. We will walk through each recommendation so you can make the best informed decision.

Review Personalized Recommendations & Implement an Investment Strategy

  • Align your strategy & goals

  • Discuss traditional investment options

  • Review your insurance rate options

  • Coordinate any specialized planning with your attorney or accountant

Ongoing Services

Base Camp

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Survey