Find your financial fit:
reach your financial goals

• A comprehensive review of your income, expenses, assets, and liabilities
• Insights into your risk tolerance and investment preferences.
• A basic financial analysis outlining your strengths and areas for improvement.
• General recommendations for tax minimization planning, retirement readiness, and debt management.
• A simplified financial plan with high-level goals and a suggested timeline.

Ideal for individuals seeking a clear picture of their financial health.

No Minimum Assets Required.

• A detailed analysis of your retirement goals, including desired lifestyle and income needs.
• Retirement income projections to see if you're on track.
• An evaluation of your current investment portfolio to ensure it aligns with your goals.
• Risk tolerance assessment and adjustments to your plan if needed.
• A clear roadmap with actionable steps to achieve a comfortable retirement.
• Strategies to maximize your Social Security benefits.
• Guidance on long-term planning to address future challenges and opportunities.

Ideal for individuals planning for retirement or wanting to fine-tune an existing plan.

$250,000 Min. Documented Investable Assets Required.

• A deep dive into your financial situation, encompassing income, expenses, assets, and liabilities.
• Collaborative goal setting to define your short-term and long-term financial aspirations.
• A customized investment strategy tailored to your risk tolerance and objectives.
• A personalized retirement plan to help ensure a stable and comfortable retirement.
• Tax optimization strategies to help minimize your tax burden and maximize returns.
• Guidance on maximizing your Social Security benefits.
• Long-term planning to proactively address future challenges and opportunities.
• Estate planning guidance to protect your assets and help ensure a smooth wealth transfer to your heirs.
• Regular reviews and adjustments to your financial plan to keep you on track.

Ideal for individuals seeking a complete and ongoing financial planning strategy.

$400,000 Min. Documented Investable Assets Required.

Schedule a meeting with Bill Decker by clicking the link below.