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Our Process

Phase I:
Vision Visit

Our journey commences with our initial meeting, where we embark on a mutual discovery process. We focus on understanding your unique needs and your aspirations for your investment capital.

Phase II: Strategy Development

In this stage, our primary aim is to craft a robust, long-term investment strategy meticulously tailored to each client's distinct requirements. We then construct a comprehensive plan that meticulously outlines the recommended strategy for enduring success.

Phase III: Implementation

Our focus during this phase is the seamless execution of your investment strategy. Leveraging open and consistent communication along with our highly skilled team, we strive to ensure a swift and effortless process for you.

Phase IV: Tactical Reviews

Regular monitoring of our clients' accounts is essential to ensure they continue to align with their objectives. Should we detect changes in a client's circumstances or identify the need for a different investment approach due to evolving global markets, we promptly initiate necessary adjustments.

Income Planning

For most Americans, retirement is the greatest financial responsibility they will ever undertake. An Interlinc'd Income plan is a written accounting of the funds you'll need year after year to help cover all the expenses you may encounter.

Nursing & Medical Care

Even healthy retirees have to dig deep to cover medical expenses in retirement. We'll help you maximize coverage and minimize costs for Medicare supplements and help find creative solutions for funding nursing care.

Tax Strategies

Taxes are a major retirement expense. But there may be simple, proactive steps to take that could save you thousands. We'll coordinate with your CPA and estate attorney to help you keep more in your pocket.

Estate Planning

We specialize in comprehensive estate planning strategies tailored to your unique needs. Leave a lasting legacy that reflects your values and provides for your family's financial well-being. Experience peace of mind from trusted professionals who prioritize your goals.

Risk Management

Markets have ups and downs. But losses in retirement are not just "paper losses." They can dramatically alter your lifestyle. Risk management can help limit losses to keep you on track regardless of market conditions.

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