Retirement Planning

I take pride on offering The New Generation Retirement® system to the families and businesses of Wesley Chapel, Miami Lakes, and surrounding communities. I will take an in depth look at each client’s unique mix of assets — this includes your bank accounts, pension, Social Security benefits, estate plans, wills, taxes, insurance policies, etc. My services and strategic partnerships allow me to integrate all aspects of my client’s financial needs into a retirement strategy. My goal is to help create financial clarity and a personalized Retirement strategy that helps meet your goals and is in line with your time horizon.

With increased market volatility, generating a retirement income stream has become more challenging than before. With the loss of pensions plans and the escalating cost of health care, the responsibility of retirement falls square on your shoulders, more than it ever before. But you do not have to go at it alone.

The New Generation Retirement® system is a holistic approach to your retirement plan. It integrates five specific steps and the three hallmarks of my company: fiduciary, transparency, and technology. As a result of this process, your plan will be given careful consideration to your asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.

1. Selecting a Financial Services Professional
Step One explains my role as a Fiduciary financial service professional and introduce The New Generation Retirement system.

2. Fact and Feeling Finding
Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.

3. Strategy
Step Three incorporates three hallmarks of our company: fiduciary, transparency, and technology.

4. Recommendations and Implementation
Step Four uses technology to determine if there are parts of your strategy that include creating new accounts or purchasing new financial products. We utilize forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to make this process as easy as possible.

5. Ongoing Relationship
Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.

Providing you with a fiduciary level of service means I am legally bound to always do the right thing for you and your family by only offering strategies that serve your best interest. My commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.

My commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. This is visible through a solid foundation of technology.

The right technology can make managing and organizing your retirement an easier process. When you partner with my company, you receive access to The Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault serves as the vehicle to document and record our commitment to function as a fiduciary and be transparent throughout our relationship.