Like a game of chess, a client's financial picture has many pieces. For example, a client's resources could include investments, a home, Social Security Benefits, pension benefits, medical benefits such as Medicare, etc. Other pieces of a client's financial picture include insurance, mortgages, taxes, and living expense needs. Unlike "investment firms" which only focus on one "piece" (i.e. investments) Michael Dallas Wealth Management helps clients coordinate all of their financial pieces to increase their overall security.
The first step in Ready for Retirement Experience® is the Illumination Meeting®. This private 90-minute meeting precedes our comprehensive financial planning and illuminates the client’s current concerns, financial position, and aspirations for the future. In later meetings, we will provide a detailed strategy as well as assistance in the implementation. (Important pre-existing relationships such as CPAs, attorneys, etc. will be included in the process.)
The Ready for Retirement Experience® addresses a variety of areas including Risk Management, Investment Management, Estate Planning, Tax Minimization, and Education Planning. However, the Ready for Retirement Experience® is not limited to these areas. We can address any other important issues and tailor the strategy accordingly. The Ready for Retirement Experience® provides clients with “financial peace of mind” allowing them to enjoy the important things in life.