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As LPL Financial Planners, We’re Here To Discover Your Goals, Not Decide Them For You

Financial Planning

We follow a fiduciary standard and it’s our responsibility to take a comprehensive look at your financial picture. Financial planning is an ongoing process that will reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement. Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals.

Retirement Planning

Moving into retirement is a major life transition and we want to be sure you’re getting excited about this milestone – not anxious about your future finances. While there’s still plenty of time to prepare, we’ll develop a comprehensive retirement plan that addresses your future income needs, investment strategies, tax implications and more. Leave the planning up to us, you have a retirement party to enjoy.

Classic Wealth Strategies Investment and Insurance and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.

Investment Management

Together, we will develop an investment strategy that’s based on your individual goals and needs for retirement. Our philosophy is centered around goal-based planning designed to move you closer toward fulfilling your needs in retirement, not beating some arbitrary index.

“Investing involves risk, including possible loss of principal.”

Tax Planning

Taxes are likely one of your biggest expenses each year. We believe incorporating them into a comprehensive financial or retirement plan is incredibly important. Throughout our planning stages and into an ongoing basis, we’ll look for tax-advantaged opportunities that can help you reduce your tax obligations each year.

Risk Management

We believe health and wealth go hand-in-hand in making for a peaceful and enjoyable retirement. Just in case one starts to diminish, we want to have a plan in place to protect the other. Together, we’ll discuss your insurance options and what may work best to protect you and your loved ones from unforeseen circumstances including the need for long-term care or untimely death.

Sustainable Income Planning

One of the biggest questions any retiree wants answered is “Will I have enough?” Developing a strategy for sustainable income during retirement is one of the key ways we can help you find that “YES” you’re looking for. As we work to create a comprehensive retirement plan, we’ll place a special focus on securing sustainable income to help you get, and stay, happily retired.

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