8880 Cal Center Drive
You are about to enter another dimension - your next journey in life! It will be a "New Dawn," and life is about to dramatically change. On this journey, you will become the master of your calendar and each day will feel like a Saturday. You will get to pursue your dreams and passions while creating new ones along the way. You will have a thousand epiphanies. You may wonder how you ever had time for work all those years...
Now it's time to Define Your Future!
We believe with proper planning the probability of success increases dramatically, not only from a life-planning standpoint, but financially as well. Consequently, we use the acronym EASE to describe our diagnostic process.
We define these four important steps for you in more detail.
Through our years of research and experience working with clients, we have developed a simple matrix, represented by our pyramid, which identifies many of the expenses you can expect in retirement.
We have categorized them into three primary areas: CORE, JOY and LEGACY.
SOS is the acronym for help or distress. However, our SOS stands for Seven Optional Solutions.
After a diagnostic analysis has been performed, we use this process that can correct shortfalls and increase the probabilities of success for your retirement.
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