"Strategic Wealth & Benefits Planning For the Expected and the Unexpected"
THE SWEET TEAM PARTNERS WITH FAMILIES AND BUSINESS OWNERS TO HELP OPTIMIZE THE EFFICIENCY OF THEIR WEALTH. We believe everyone deserves the peace of mind realized through lifelong Financial Security, and it is our mission to offer that at the highest level of ongoing customer service and product quality. As a CFP® Professional, I am held to a fiduciary standard by the CFP® Board of Standards when providing financial advice.
We are a fee-based planning practice that can be engaged to look at your entire financial picture, or for a particular tactical engagement as needed. Most people do not have a clear vision of what retirement looks like:
1. How to pay for it.
2. How to use what you saved properly.
3. How to protect things along the way.
4. Possible strategies you're not aware of that may improve your situation.
Our wealth optimization strategy develops a planning horizon with four separate stages to help you reach your most impactful situation.
The Planning Process... How We Partner With You
We’ll begin by identifying your goals and making sure we understand what’s important to you, both today and in the future.
Based on our confidential conversations, we’ll build a customized financial plan that will have recommendations on how best to achieve your financial goals. Together, we’ll implement your strategy and bring it to life with the best solutions for your situation.
Just as life changes, so will your plan. We’ll meet regularly to help ensure that as your needs evolve so will your financial plan.
