2024 LS Market Update Webinar

Laura Stover and Derek Moore offer our clients an inside look at the strategies and what is working well with the given market beyond 2024.

If Your Lifestyle Depends on the Economy, You May Need a Better Plan

Our six-step Redefining Wealth Process™ guides you through the six key areas that we will all likely face during our retirement journey.

Achieve financial independence through retirement planning.

Don’t wait before it’s too late and take control of your retirement.

Redefining Wealth Process
Our Process

Redefining Wealth Process

Most people lack comprehensive income plans. Wealth management is built on income. We create personalized retirement plans with the goal of lowering risk, raising income, and minimizing tax risk. Our Redefining Wealth Framework™ Is Designed to Bring Balance and Purpose to Your Life’s Savings Covering 6 Key Areas of Retirement Risk.

  1. Income
  2. Investment
  3. Tax Planning
  4. Healthcare
  5. Legacy Planning Estate
  6. Liquidity
Meeting Process

It’s time to get started

Discovery

Life Arc

Evaluate

Implement

Laura with MacBook
Delivered every Friday

The Weekend BriefSM

Sign up and get The Weekend BriefSM delivered in your inbox every Friday. A collection of hand-selected articles chosen for you.

Financial Planning should never be a one-size-fits-all approach.

Featured in:

Forbes, January 2020

NBC News, July 2018

USA Today, December 2018

US News, August, 2018

NBC News, July 2018

WSJ, May, 2017

Latest from the Retirement Talk Podcast

Take the Next Step

If you have questions about your financial strategy, or you’re ready to start building your Redefining Wealth Framework™, schedule a complimentary one-on-one consultation with us. We are here to help, and we look forward to meeting you.