Your values come first in our planning.
How to create a retirement income on which you can rely?
What kind of accounts should you use? What kind of stocks, bonds, ETFs, mutual funds or annuities will help you get there?
CPAs tend to focus on the past. You can't change that.
We focus on the present. Our custom strategies help to alter your future tax bill.
When do you take social security? How can you maximize the amount? Do you claim yours or your spouses?
What types of insurance do you have? Are you overpaying or underinsured? What risks are you still exposed to?
I start by getting to know you. You lead the conversation by telling me why you contacted us, what you are interested in achieving and how you think we can help you.
We discuss your current circumstances and your ideal situation in the next five to ten years. After reviewing your existing insurance policies, investments, tax returns, and estate planning documents, we discuss different strategies you could take to meet those goals we just discussed.
If you believe we are a good fit for each other and are invited to join our client community we move on to the implementation phase of our relationship.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Lasda Champion Wealth Management and IFG are unaffiliated entities.Champion Wealth Management and IFG are unaffiliated entities. Registered to offer advisory services to residents of New York. Registered to sell securities in the following states: AZ, CA, FL, GA, LA, ME, MA, MI, MN, NY, NC, RI, SC, VA & WA.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites
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