Financial Planning

"An investment in knowledge pays the best interest." –Benjamin Franklin

During our first discovery meeting, we will get to know each other. The goal is for us to learn your current circumstances, your future goals, and what you may be doing to work towards those goals. What are your expectations and how can we help fulfill those goals? If we feel it may be a fit for us to work together, we will schedule a more comprehensive appointment for developing a customized plan specific to you. Our recommendations are tailored for each client. At this next meeting, we will present our recommendations to you with a financial plan for retirement based on everything that we learned during our discovery meeting.

When developing a customized financial program, we walk clients through a step-by-step process that is designed to make them feel confident in their decisions. Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. we help our clients execute a sound financial program which may include the following:

  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products

Our office handles all facets of implementing your financial plan. This will include the creation of your personal RicherLife Wealth Management Binder. Once your account has been established, your money will be invested with a focus on achieving the goals identified in our discovery meeting. As part of your 90-day plan execution, we will conduct a statement review where we provide education on how to read your documents and how to access your account online. No question will go unanswered. 

Planning for retirement is an ongoing process. We monitor your investments and communicate with you regularly through phone calls and follow-up appointments. We maintain current information, review any changes, and determine how those changes may affect your plans. Because circumstances do change and life is fluid, there will inevitably be things that will affect your retirement plans. We will work closely with you through each phase of your life as we help you plan for retirement and help you Live a Richer Life.