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As our client, we have 7 ways to help you achieve a worry-free retirement. They include:

  1. 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.

  2. 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.

  3. 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 adjusted.

  4. 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.

  5. 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.

  6. The Ultimate Client Experience includes:

    - You have access to a personalized, private, and secure website.

    - All your information is organized in one, easy-to-access place.

    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 with confidence.

  7. 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.



Complimentary 2nd Opinion

To get more information on our retirement planning services, and request a complimentary 2nd Opinion Consultation, click here.

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7 Ways to a Worry-Free Retirement

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