Problems To Solve,
Dreams To Achieve
SERVICES TO CREATE YOUR BEST LIFE
A Fulfilling Retirement Builds on a Solid Foundation
As you watch the video, know that 210 Financial can help you create a plan that addresses EVERY piece of your financial picture over many years — and many moments — of life.
Retirement Planning Built to Last
We don’t use formulas. We listen to how you live, then build a plan that fits.
Life continues after working! We look at asset distribution and ways to help address your spending needs and wants in retirement.
When should you take it? Timing is key for couples and individuals alike, and we provide clear options to help you optimize your benefits.
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed. We look at the pros, cons and timelines.
Still working, still saving? We work with young professionals to offer management and guidance in the heart of their careers.
Have an old IRA or 401(k)? We’ll help you determine if a rollover could be right for your strategy.
We can advise on securities, equities, bonds, precious metals, commodities, artwork, real estate, 529 plans and more.
Life insurance could represent a unique (and potentially valuable) option in your overall strategy, sometimes offering more than just a death benefit to your beneficiaries. We review your options.
Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your long-term plan.
Whether you are a new Medicare beneficiary or purchased a supplement plan years ago, we are here to help you explore your plan options and what makes sense for you.
Most retirees will need some form of long-term care at some point. We can help determine a strategy to fit your situation and expectations.
We can help you make sure your assets move to those people or causes you love in a tax-efficient manner.
Services include asset allocation, portfolio strategy implementation, stock selection, financial planning, investment monitoring and coordinating your portfolio with your life goals.
Your Blueprint for a Full Retirement Life
Define It
Define It
First Visit
Address your goals and concerns. Review your current:
Investment Plan • Tax Plan • Health Care Plan • Legacy Plan
Design It
Design It
Second Visit
(within 7-10 days)
Review analysis of current accounts and share rough draft of your plan:
Risk Analysis • Cost Analysis • Income Analysis • Social Security Analysis • Tax Analysis
Do It
Do It
Third Visit
(within 7-10 days)
Implement details of your retirement plan:
Income Plan • Investment Plan • Advanced Planning Tax Plan • Health Care Plan • Legacy Plan
Deliver It
Deliver It
Fourth Visit
(within 30-45 days)
Reiterate expectations and structure of the plan:
Review Accounts • Review Initial Statements and Website • Establish a Regular Strategy Process • Implement Advanced Planning
DLT
DLT
DLT: Doing Life Together
Once you’ve connected with us, we foster lasting relationships:
Exclusive Client Events • Referral Program • Charity of the Year Voting • Quarterly Volunteer Opportunities
