OUR SUCCESS IS NOT BUILT ON WHAT WE ACCOMPLISH FOR OURSELVES; RATHER, ITS FOUNDATION LIES IN WHAT WE DO FOR OTHERS.
IntelliPlan / In-tell-i-Plan /
Noun
1. Investment Plan strategically constructed by fiduciary
2. Retirement Income Plan designed with goals in mind
3. Financial Plan constructed to mitigate a wide variety of risk
4. A plan for generational wealth
Verb
1. Customized Planning using core values listed above
Portfolio Analysis
Review
The Portfolio Analysis Review (PAR) is a process of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health.
Color of Money
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.