Clarifying your family values, goals and objectives is the first step to align the financial future you have in mind. Gathering your financial statements and information will help us identify and address your priorities.
On the road to retirement, your goal is to continue living a meaningful life. We’ll help define an ideal and acceptable lifestyle for you which will involve identifying sources of income and optimizing your spending and savings priorities.
Upon conducting a personalized portfolio review, we will develop solutions that are customized to your needs. We may also implement third-party investment management services as needed.
We’ll analyze and compare your circumstances in pre-tax and tax-free scenarios. In addition to a Social Security tax analysis, these details will help us assess your future qualified tax exposure.
Designing sensible, tax-efficient streams of income can help you more effectively approach your retirement chapter. We’ll also work with you to calibrate distributions and develop Social Security and Medicare planning strategies to help you enjoy the things you want in life.
Unexpected occurrences can place a financial strain on your path to retirement. Together, we’ll explore strategies to help protect your life savings and ensure your legacy is left as you intend.
09:00 am – 05:00 pm
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM, New Heights Financial Services, Inc., and Cassiani Law Offices are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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