Financial Architecture
We utilize a “Blueprint” in our retirement planning process. We call it Financial Architecture. Financial Architecture offers a visual representation of the structure of planning.
The foundation represents the risk areas that should be addressed to protect your financial structure
Different rooms are used to represent tax diversification of assets
The floors represent varying risk levels of investments
The roof represents topping off the plan with estate and legacy planning
Following this blueprint allows us to cover all aspects of planning in the appropriate order.