our client, we have 7 ways to help you achieve a worry-free retirement.
Personalized Income Planning Analysis - As our
client, this analysis is one of the first services you get from us.
But this isn’t a one-time thing. We update your analysis every
year to make sure you are on track and make any adjustments as necessary.
Professional Money Management - Our clients get
more than just a pie chart illustrating a diversified portfolio with
a “buy and hold, hang in there” philosophy. Your account
will be held through a third-party brokerage, such as Charles Schwab,
for example. You will have internet access to your account at all
times, the account is titled in your name, you have the ability to
see all the holdings in the account, and you are always the owner
of the account.
Regular Communication - You meet with us on a
quarterly basis to discuss performance and the asset allocation of
your accounts. You will receive regular communications detailing our
strategies and portfolio design. Your account is managed using a tactical
approach. As market conditions change your account holdings will be
Personalized IRA Estate Planner® - Inheriting
an IRA can be very tricky. Your planner helps you and your heirs easily
navigate the complex and confusing IRA rules. Your planner includes
protection, organization, and communication on your IRA so are confident
that your heirs will know how to complete their inheritance without
guess work or costly mistakes.
A T.E.A.M. Approach - We believe that Together
Everyone Achieves More. We want to make estate planning easy for you.
As a T.E.A.M. we bring together top CPAs and Estate Planning Attorneys.
You receive a discount on their services and meet them in our office.
This saves you money and time. You can feel confident that all of
your advisors are working together for your best interest.
The Ultimate Client Experience includes:
Security - You have access to a personalized, private, and
Organization - All your information is organized in one,
Budgeting Tools - Your bank and credit card transactions
import easily, so you can track your spending and create budgets.
Interactive Investments with Intraday Pricing - The Investments
Page features interactive charts and other options that provide you
with increased visibility into asset allocation, accounts, and holdings.
See your bottom line at any time.
Digital Storage Vault - Drag and drop, tagging, and export
features make it fast and easy for you to organize and access your
most important documents.
Track Assets Against Your Goals - Make informed decisions
about your finances.
Knowledge - Knowledge is power. Those who know what
they have fare better than those who don’t. The more you know
about your finances, the better you will be able to navigate retirement
Peace of Mind - Live through your retirement years
doing the important things. Let us do the worrying and planning so
you don’t have to.
To get more details about any of these client benefits,
or to set-up an appointment with Radon Stancil,
CFP® to become a client, contact Jennifer Pekaar at (919)787 8866
or email her through our contact page.
To get more
information on our retirement planning services, and request a complimentary
2nd Opinion Consultation, click here.