SIERRA

The final step is to present financial recommendations that best fit your current/future needs. We will walk you through each recommendation so you can make the best informed decision.

Review Personalized Recommendations & Implement an Investment Strategy

  • Align strategy with goals

  • Discuss traditional & alternative investment options:

    • Stocks, Bonds​, & Mutual Funds

    • Exchange Trade Funds (ETFs)

    • Private Real Estate Developments

    • Precious Metals

    • Private Equity Investments

    • Initial Public Offerings ( IPOs) 

    • Oil & Gas Drilling Programs

Ongoing Services

  • Semi-annual strategy meetings

  • Goal check-in calls

  • Annual beneficiary reviews

  • ​*Managed account & insurance policy maintenance​

  • ​Complimentary notarization services​

  • Stock/fund research reports

  • Access to educational seminars & webinars

Base Camp

Base Camp

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

Improve 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​

Develop Student Loan Payoff Strategy

Higher Education Planning for Your Kids

  • Prepare them for college

  • Education savings:
    • Pre-paid tuition plans​
    • College savings plans

 

Mitigate Vulnerability to Risk (cont.)

  • Match your investments to your investment style and objective

  • Review fraud prevention best practices

For Business Owners:

Planning for Your Business

  • Continuity Planning

  • Employee Benefits

Excursion

Excursion

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We'll review your current situation 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 Dream

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

Survey

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Once we have organized your assets and 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

    • Portfolios exposure to volatility

    • Testing portfolio endurance to market volatility

Navigate

Navigate

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