Your Best Life Realized
Let us partner with you in your most important financial, investment, and insurance decisions to guide you with clarity & confidence towards pursuing what matters most in your life.
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Individualized Personal Financial Planning
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Coordination of Financial Resources
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Intentional Wealth Management
Facing significant financial decisions through important life transitions?
New careers, marriage, kids, home purchases, education, retirement - life is a cycle of anticipated transitions as well as unexpected ones (divorce, loss of loved ones, health challenges, etc.). Most of these are accompanied by important financial decisions. Too often confusion, lack of clarity, and even lack of vision keep us from realizing our best possible outcomes.
Would you benefit from a planning partner who has helped others navigate similar challenges and is committed to your success?
With Phase Four, we are your…
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Financial Partners
We take intentional steps to understand your financial picture and envisioned future during thorough calls and meetings, and we provide strategic planning to guide through each financial phase of your life.
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Problem-Solvers
Life has many challenges to navigate, so we proactively study solutions that allow us to be your thinking partner as we collectively strategize around the financial impact of risks you may or may not be thinking about.
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Proactive Guides
We help you organize and make the most of your resources, use various planning tools, checklists, and industry leading software to create proactive action steps that free you up to focus on pursuing what matters most in your life.
Let us guide you on your next financial steps
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Schedule 20-Min. Call
Let’s have a convenient call (or Zoom) to help us begin to understand your financial needs and what you’re hoping to accomplish to see if we’re a good fit.
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Deeper Dive
We will then work together to get a clear view of your envisioned future, important life transitions, and your current and future resources to support that vision.
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Designing Your Plan
Using the Phase Four Blueprint Process™, we design an action plan, integrating your goals with your planning, investments, & insurance, helping you move forward.
What are the Financial Strategies we use to help you achieve your most important goals?
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Comprehensive Financial Planning
Retirement Planning & Transition Coaching
Education Funding (Children & Grandchildren)
Social Security & Pension Optimization
Client-Focused Education Events
Retirement Income Scenario Planning
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Wealth Management / Investment Advisory
Retirement Account Management - Accumulation and Distribution
Education Funding - 529 Plans, ESA’s
Investment Accounts for Real Estate purchases and other Long-Term goals
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Life Insurance Review
Disability Insurance Analysis
Traditional & Asset-Based Long-Term Care Funding
Legacy and Charitable Gifting Strategies
Some of our most important affiliations to help us serve you
