The same way a good doctor has a process to evaluate, diagnose and treat patients, we do as well. We first take the time to understand what's important to you and what you are financially trying to accomplish. We then use an established process to help you build personalized strategies to achieve your goals. Lastly, we partner with you and your family throughout your life to help keep you on track.
When helping clients plan for a comfortable retirement, my established process takes into account important factors such as your desired retirement age, desired monthly spending, existing assets, liabilities, Social Security benefits, pension benefits, rental property income, retirement contributions, employer contributions, sale of a business, stock options, real estate assets, potential growth, inflation, inheritance and taxes. Furthermore, we take into account your risk tolerance to properly assess the appropriate investment mix to help you navigate through good markets and downturns.
In order to provide the best client experience, my team and I are selective in whom we partner with. This allows us to spend more time and have the ability to be thorough with every retirement strategy we implement. We are best suited to work with clients who are 1-15 years away from retirement or already in retirement but are looking for income and/or wealth preservation strategies.
If you find yourself asking these questions: "Will I run out of money in retirement?" "Am I on track?" "Do I have enough saved up to live a comfortable retirement?" "What is the best way to pass on my legacy?" Please call me today and I will be glad to have a conversation to help you answer them.
Personally, I enjoy spending my time with my wife, Tracey, and our sons, Nixon and Connor. It is our passion to travel every year to our beloved Steamboat Springs, CO, and enjoying each other along with mother nature.
- Wealth Strategies
- Employee Stock Options
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
Phone NumberJames Fullenkamp at (949) 248-1362
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