228 Canal Boulevard
Ponte Vedra Beach,
The Color of Money Risk Analysis allows us to assess your financial picture and provide a roadmap to your overall risk preferences. The output will be a proprietary Color of Money scoring systemThis short, interactive analysis is the first step on the road to retirement.
The holistic financial plan is an integrated approach to coordinating all key areas of your financial life, including:
Through this holistic approach, Peter and his team will regularly review each area to ensure everything is being aligned with your specific goals.
Watch our Holistic Planning Videos here
The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited for this same level of service.
The middle class are most often the ones most effected by economic and legislative changes, so the stakes are considerably higher with the risk of running out of money due to poor planning, particularly in retirement.
Creating holistic plans, assists you in optimizing all assets to work collectively towards your goals, while also reducing critical inefficiencies, including:
Gaps in coverage
Overlap or overexposure in investments
Tax inefficiencies and missed savings opportunities
Failure to identify and reach your goals to provide the income you need throughout your lifetime
Time and communication disconnect as you work to align various strategies between professionals
Improper or inconsistent investment strategies, or
Missing essential legal documents that can cost your loved ones significant time and money in the event of death or disability
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