Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:
Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. An array of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.
The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets, you may face additional problems, such as the "Double Tax Dilemma," where the government can tax these assets twice.
Discovery Meeting: This is where we get to know you, your family, your hopes and your dreams. In short: What’s meaningful to you, now and in the future.
Investment Plan Meeting: Based on the information we gathered at our Initial Meeting, we’ll share our analysis and recommendations—and show you how we’re different.
Mutual Commitment Meeting: Feel like ASI is a good fit? Let’s make it official. At this meeting, we’ll move forward with our professional relationship.
Follow-Up Meeting: We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you’re good to go on all aspects of this great new relationship.
Wealth Management Plan: This is where we go from recommendation to reality. Based on our initial analyses, we’ll create a comprehensive evaluation, offer strategies for Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Giving, then share with you for your review.
Regular Progress Meetings: It’s hard to know if you’re moving forward without regular progress reports. We’re always available to chat about your investments, but we also schedule quarterly meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed. Life changes. Your Wealth Management Plan should, too.