Our Services

The 5 Building Blocks to living your best retirement enables all the pieces of your wealth puzzle to harmoniously work together with one simple goal: To provide a strategy that aligns the money you have with the lifestyle you want to live and the legacy you want to provide.

Organize and Simplify Financial Affairs

Our retirement redzone advisory process enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle work harmoniously together. We simplify and organize your entire financial situation and help you see it like you’ve never seen it before in your very own personal financial website, or as we like to call it, your personal financial vault.

Retirement Income and Investment Planning

We work with you to ensure your expenses can be paid reliably and predictably for the rest of your life so you don’t outlive your income. To help safeguard your income, we will segment your money with appropriate investment planning. We consider all aspects of retirement, from tax efficiency, asset location and proper distribution order, specific to your lifestyle. This includes your risk tolerance, investment objective and long-term goals. No one person is the same, so no plan is the same; each plan is specialized for each client.

Insurance Planning

As we approach retirement, many of us start to think more seriously about our health and healthcare needs. With healthcare costs continuing to rise, it’s essential to plan ahead to ensure you have access to the care you need without breaking the bank. Without proper planning, long-term care can completely wipe out a retiree’s savings. We are here to help you create a strategic plan that matches your health and budget.

Tax Mitigation

Retirement is a time to relax and enjoy the fruits of your labor, but you must also be mindful of your finances when it comes to taxes. It’s important to plan for how you will manage your income and taxes to ensure you have enough to support your lifestyle while minimizing your tax bill. The main goal of our tax planning is to assess your current tax liability and develop strategies to minimize the taxes you pay during retirement, as well as when passing on your wealth to the next generation.

Legacy and Estate Planning

We will work with you to create a plan that is designed so your hard-earned assets go to your beneficiaries without hassle. Holistic financial planning goes beyond simply making investment decisions. We help protect your assets and legacy for your loved ones, while controlling the way in which your money is passed down in the most tax-advantageous way.

How Our Process Works

We’ve been successfully helping folks like you for a long time…just under 30 years to be exact.  Throughout this time, we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.  

It’s called the BWM Retirement Redzone Advisory Process.  Here’s how it works at the 50,000 ft level.

Discover

STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.

Analyze

STEP 2: Using our proven process and systems, we analyze to simplify and organize your entire financial situation so you can finally see everything in one place. It's streamlined, optimized and organized like never before. We believe you'll have more financial confidence knowing you're on top of everything.

Recommend

STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.

Evolve

STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.

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