Results Oriented Planning
Traditional financial planning projects cash-flow
analysis at 8, 10 or 12 percent to show you great returns and
future glory years. Traditional planning also assumes a set rate
of return, a set rate of inflation and a set rate of spending for
the rest of your life.
However, when was the last time the markets, your
income and inflation were exactly the same year after year? No
wonder people's financial lives are constantly being devastated
by the false projections of traditional planning.
As your primary source for retirement planning,
we apply highly sophisticated methodologies, simulating 1,000
unique scenarios of investing. Your plan will account for inflationary
periods such as the late 1980s, recessions, depressions such as
1929, market booms, market collapses such as 1974-1975 and 2000-2002,
terrorist events such as 9/11, wars and other world conflicts.
The result is an easy-to-understand, high-confidence
plan
that accounts for real-life events and helps you achieve your
goals without unnecessary risk to your investments or your lifestyle.
You will continue to receive updated plans illustrating your progress
toward your goals. We can also run "what-if" scenarios
for you any time you need them.
We coordinate the efforts of the other professionals
on your team - this alone may save you hundreds of thousands or
millions of dollars. Not to mention countless hours that you could
spend on causes near and dear to your heart, or with your loved
ones.
At Pillar Wealth Management, LLC., you'll discover
a single source for all your family's financial needs, including
investment management, tax, legal, insurance, risk, estate and
charitable-giving advice.
Our services include:
- Retirement & Income Planning
- Investment Management
- Business Exiting Strategies & Planning
- Portfolio Performance Monitoring
- Wealth Continuity Planning
- Major Purchase & Expense Modeling
- Where & When to Draw Retirement Income
- "What if" Scenarios
- Risk Management & Insurance
- Asset Allocation Strategies
- Income Tax Reduction & Minimization
- Account Aggregation
- Trust Services
- Balance Sheets & Net Worth Statements
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