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Planning


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Planning


Financial planning is not one-time event or a document on a shelf.  Financial Planning is a collaborative relationship which results in a plan for your financial life that evolves with you, your family and your circumstances.

Our advisors are often described as coach, planner, confidant, voice of reason, cheerleader & encourager. Our goal is to help our clients achieve their dreams. Simple as that.


What do you need help with today?

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Retirement Planning


Retirement Planning


Almost everyone I know wants work to be “optional”. A successful retirement does not happen by accident. It requires vision, discipline and diligence.

Creating a Retirement Plan includes activities like:

  • Establishing a spending plan in retirement

  • Routine reviews and updates as life happens

  • Evaluating your current situation & status

  • Understanding retirement goals and dreams

  • Creating a saving & investing plan

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Comprehensive Planning


Comprehensive Planning


Less than half of U.S. Adults have set goals for their financial future and only 20% have developed a written financial plan. * A Six8 Advisor can not only help you create a plan, but is there to talk things out as life happens.

A Comprehensive Financial Plan includes Retirement Planning plus activities like:

  • Establishing a budget & debt management plan

  • Planning for major purchases & life events, such as cars, college & homes.

  • Protecting your family & assets with insurance

  • Partnering with an Advisor to help you make smart financial decisions

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High Net Worth Consulting


High Net Worth Consulting


High net worth families and business owners face unique challenges that require an extra level of care and support to address taxes, wealth transfer, business transitions, estate planning and special investment requirements.

A High Net Worth Plan includes Retirement & Comprehensive Planning plus activities like:

  • Setting up an estate plan

  • Preparing to transfer business ownership

  • Coordinating with Attorneys & CPAs

  • Transitioning wealth to the next generation

  • Creating a charitable giving strategy

  • Establishing a customized investment plan

 

*Planning and Progress Study 2015, Northwestern Mutual