Discover many of the opportunities available to help you plan for your financial future.

CPR - Complete Planning Review



One of our clients said it best: “It’s like cleaning out the ‘junk drawer’ in the kitchen for the first time in 40 years, and finally getting everything in its place.” What he meant is that our proprietary CPR process organizes your legal, financial and asset protection planning, rather than just accumulating a “junk drawer” of financial and legal stuff over time with no meaningful analysis of how each affects the others. CPR is about coordination and focus on purpose – your purpose!

We created the Complete Planning Review (CPR) process with this in mind. Our CPR process addresses issues about retirement income needs, disability decisions, investment goals and wealth preservation strategies for you and your loved ones. This process also sets up priorities to make educated decisions without feeling overwhelmed or pressured.

Foundation Income Planning – Budget & Income Analysis

We will help you finalize what your existing budget needs are from scratch or review your existing budget for accuracy and offer recommendations to cover upcoming changes that many retirees face as they grow older (inflation, healthcare costs, taxes, etc…). This alone has provided many retirees a firm foundation to understand and plan on how they will meet their needs during retirement.

“Investment Cents” Review

Understanding the level of risk you would like to take with your investments is crucial in planning for a successful retirement. When you add in unexpected or unknown fees, the landscape of your hard earned investment dollar could look vastly different than what you expect as you grow older. Seeking yield and safety can be scary today. We can show you options that can provide benefits such as reasonable growth and income while minimizing risk to your portfolio. With us, any of the “strings attached” to get these benefits will be fully disclosed and discussed as well.  No more second guessing who to trust and where to go for a straightforward planning approach.

Estate and Asset Preservation

Here you will have an opportunity to address how a life changing event could drastically affect your retirement lifestyle for you and your loved ones. Understanding how to protect your estate for your spouse and family when a disability or death occurs can be very helpful if discussed proactively. Also with government increasing regulations, not to mention overall taxes, many families are concerned how much will actually be left to a spouse or loved ones.  We can provide an educated approach to guide you through the maze of keeping more of what you have and help maintain this plan throughout retirement.

A True Team Approach

People are tired of having multiple advisors and professionals who do not communicate. With this in mind, we can arrange additional professionals (attorneys, accountants, and caregivers) to meet if necessary in the future. After your complementary consultation, we can help as a liaison and save much needed time to bring a complete team to the table here at our office if needed. We also can act as your personal CFO to discuss if or when other professionals are needed to help save time and money. We are committed to bringing value to you from day one.

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*Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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