Retirement Investment Services
We offer two broad categories of investment planning for individuals and families approaching retirement. Our “Traditional” programs are the more common and most crucial elements of a well-planned retirement income strategy. Our “Specialty” programs offer uncommon opportunities to work to strengthen your retirement investment plans and share the benefits of your wealth with family, friends, and your favorite charitable organizations.
Developing your retirement income plan begins with a "Wealth Planning Worksheet" that gives us an overview of your current financial situation and your long-term retirement income goals. This will be the last step you'll take on your own.
Your first meeting with one of our retirement income professionals will not be an interview, but an introduction: a conversation that allows us to get to know you, address your retirement questions, and understand your retirement goals.
With a clear understanding of your retirement goals, we will begin developing your personalized retirement investment strategy using a process driven by Advanced Time Segmentation®.
Ours is an ongoing process that includes creating an online balance sheet, aggregating accounts, simplifying financial activities, and establishing online document storage (your private vault). Our process is how we keep our promises.
Taking the time to organize the wealth you've created by gathering and reviewing information related to your investments, retirement accounts, and other potential sources of retirement income.
Discussing your retirement goals and identifying the elements of your retirment and wealth distribution that are most important to you. "Taking care of the big rocks!"
Assessing your investments, accounts, etc., and determining which elements are best suited to helping you meet your retirement goals.
Creating a customized retirement income strategy designed to fit your unique financial circumstances and meet your retirement goals for yourself and your family.
Working together to select the best investment vehicles to activate and support your unique retirement income plan.
Continually reviewing the structure and performance of your plan - revisiting each step of the process (reorganizing, reprioritizing, reanalyzing, and redeveloping) to ensure that your plan is always up to date and aligned with your retirement goals.
ATS is different because it focuses on planning rather than products, allocating the assets* you have today to help provide the income you need for a lifetime of tomorrows.
*Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.
At the core of all our services is our commitment to the most important elements of our firm – the individuals and families who we serve. We are committed to creating customized retirement income strategies that work toward addressing every client’s unique retirement income needs and goals. But we are, first and foremost, a family-oriented firm looking forward to helping you write the next chapters in your family’s financial story.