YOUR TEAM ON YOUR SIDE

Services

“Our team believes that our clients are the top priority. Our goal is to engage in a friendly, yet professional relationship while also providing a beneficial and convenient service where we help you attain investment security and a sound financial future. We strive to conduct all aspects of our service with integrity, honesty, and consistency.”

Retirement Peace Roadmap

Am I retirement ready?

It is a question that many people ask when they begin planning for retirement, and it is a question with many different answers.

Do you want to downsize your home or live in a metropolitan cityscape?

Do you plan to spend your retirement at home with close friends and family or traveling internationally?

Our goal is to help you answer these questions and apply your dreams to a retirement plan that is the best fit for you and your family, to give you a higher sense of security when it comes to your retirement transition. With this vision in mind, Don created the Retirement Peace Roadmap Process©, to better assist our clients in achieving their retirement goals.

Income Tax Planning

Retirees have worked hard for their money, and it’s important to protect those assets. A large part of protecting assets is to pay the least amount of income tax legally possible. At Retirement Peace Roadmap we do proactive tax planning rather than reactive tax preparation.

Most tax preparers know how to put the right numbers in the right box on the right forms. They do this by trusting you as the tax client to provide them with all the information. We go a step further and offer a tax planning session to determine if there are deductions you may be missing that are costing you tens of thousands of dollars in overpayment of taxes.

Our Certified Tax Coach Virginia Shelby is trained to help individuals and small businesses take advantage of all the legal deductions that are allowed by the IRS.

Small Business Tax Planning

Small Business Planning

Individual Tax Services

Asset Management

We take an individual approach to asset management, providing custom-tailored portfolio construction and personalized service for each and every one of our clients. Our goal is to help you maintain your assets and manage your wealth in a manner that is conducive for a secure financial future.

Asset Protection Planning

Wealth Management

Financial Planning and Risk Management

We’ll help you develop a properly constructed plan that allows you to achieve your asset protection objectives and still maintain full control and use of your assets. You don’t have to conceal your assets to avoid a lawsuit. Instead, with your personalized protection plan you’ll be able to fully and truthfully disclose all your financial information with confidence and security.

"A big part of financial freedom is having your heart
and mind free from worry about the what-ifs of life."
-Suze Orman

What is Wealth Management

Comprehensive wealth management means combining all the issues and people which affect your current financial position and future goals into one manageable picture. At Retirement Peace Roadmap, it’s more than investing; it’s more than estate planning. It’s satisfying the dynamic needs of our clients and the world in which they live. Our goal is to get everyone working in the right direction — your direction.

Using a team approach, we can close the gaps between your current status and your future goals, helping you to make wise decisions concerning your wealth. Statistics show that, on average, people enter into the wealth management process five times, but generally do nothing.

We feel this can be attributed to two items:

  • Advisor bias
  • Lack of clarity

Without the right team of advisers, you may hear contradictory solutions for your goals with advisor bias inherently mixed in. To eliminate this issue, we go through a discovery process that combines input from each adviser to reach a solution that best accomplishes your goals.

Our team considers these four components of a comprehensive financial plan when helping you develop your strategy:

Growth

Preservation

Spend

Exit

Taking these four areas into account, our team will create your personalized action plan which allows you to achieve your financial goals and experience more confidence in your financial future. Building a sound financial plan includes:

Step 1: Establish Goals
Step 2: Gather Data
Step 3: Analyze & Evaluate Your Financial Status
Step 4: Develop a Plan
Step 5: Implement the Plan
Step 6: Monitor the Plan & Make Necessary Adjustments