Our Financial Planning Process
Step 1: Getting To Know Each Other
As advisors we believe that Confidence and Peace of Mind in retirement only comes from knowing that you're making the best possible decisions for you and your loved ones. The APS (Asset Preservation Solutions) process is a holistic approach combining education with efficient financial structure so each client can make the strongest possible decisions today, tomorrow, and long into the future.
Our first meeting is to gain understanding of your needs, objectives, and concerns about retirement.
Step 2: Building Your Financial Plan
In our next meeting, we'll work on building your financial strategy, which includes:
- Income Planning
- Advance Tax Planning
- Investment & Risk Management Strategies
- Legacy & Estate Planning
We'll cover Social Security, Pensions, 401(k)s, and Medicare, as well as your lifestyle and other aspects of your financial situation that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting, you'll have a solid understanding of your current financial standing and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.
Our financial strategies are chosen with Brookstone capital management. As your investment advisor representative, we will work hard to protect, preserve, and grow your hard earned assets. In addition, you'll always have Brookstone team of wealth managers overseeing invest activity.
Step 4: Legacy Planning
Working with our in house attorneys, accountants, and estate planners we can help you with the safe transfer of your assets to create your legacy. Whether that’s in the form of charitable giving, inheritance, or trusts, we’ll help you leave the legacy you desire.
You'll work with our in-house attorneys, accountants, and estate planners, who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts, we'll help you leave the legacy you deserve.
Our Commitment To You
Our commitment is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at Asset Preservation Solutions, we're committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind again. Call us today for a free, no-obligation strategy session. Call: 336-281-9990 or click here to contact us today.