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Financial Planning – A Disciplined Approach

 

A well-designed financial road map looks at where you are, what you’re trying to achieve and how you are going to get there. It is never a straight line, nor is it a smooth ride. At AMI, we create a plan with you and guide you every step of the way and, importantly, we do not charge an additional fee for it.

 

This includes coordinating your investments with your CPA, experts in insurance, estate planning and others. We sit beside you as the plan comes together, and make sure everyone is working towards the same goal. We also have a network of experts if additional needs arise.

 

The Process begins by asking the right questions.

 

What is my risk tolerance?

What kind of investments am I comfortable with?

At what age can we comfortably retire?

Is our emergency fund adequate?

Does our estate plan cover all possibilities?

How will Medicare and social security options impact my plan?

To what extent can we help our kids and grandkids?

 

These are just a few of the questions we help our clients to answer.

 

To request a meeting or discuss the services we can offer you, please call Rob Knowles

at 424-320-4014.