Financial Lingo
Take a look at these terms and become educated on how we approach financial planning and investment management.
These are our very own easy-to-understand definitions.
Action Items – Yes, you will get homework! After every meeting there will be Action Items for you to work on so you can move closer to obtaining your goals.
Age 50+ - This is the age when many begin to take Retirement Planning very Seriously. Shouldn’t you too?
Communication Policy – Call US if you have an emergency; email us if you can wait a day. We always get back with you in a timely manner.
Comprehensive Financial Plan – Your plan that covers all the things that are important to you.
Continuing Education – We stay up-to-date on all the latest developments so you don’t have to.
Estate Plan – All journeys come to an end. This is your final exit strategy.
Experience – We believe experience is the only true teacher. We have MASSIVE experience and have worked though many situations.
Family – This is why you do what you do and why we do what we do.
Federal Employee – Thanks for your service! You have complicated benefits. Let’s figure out together how you can extract MASSIVE VALUE!
Fiduciary – We act in your best interest – 100% of the time. It’s that simple.
Fun in Retirement – You decide what is FUN to you and we figure out how to make it happen!
Goals – These are harder to articulate that it seems. They change over time. Your RETIREMENT MAP will help you keep on track.
Health – Could be the most important factor in your RETIREMENT MAP. Stay Active!
Hourly Planning aka modular planning – We don’t do this because things don’t happen in a vacuum.
Interactive Checklists – Great way to learn about things you don’t know that you don’t know. Get yours HERE.
Inflation – Major enemy over time!
Insurance – Because bad things happen. Protecting yourself is important to staying on track. Helps you sleep at night too!
Investment Management – Best way is low cost, tax efficient and diversified! No get rich quick schemes here.
Kansas City – We call this home. Great place to live.
Kids – They cost a lot – worth every penny!
Logo – Our logo is so cool! 😊
Long-term relationship – The only way to go.
Massive Value – Yep – that’s what we deliver
Meeting Notes – After every meeting.
Newsletter – Keep learning – it’s a lifetime journey! Sign up HERE!
One Page Financial Tune Up – It’s Free. Helps us learn about each other so we can decide if we should work together for the long-term.
Retire Ready Tool Kit – Full of interactive checklists. Get you’re HERE.
Retirement MAP – Gets you on track and helps you stay the course a great retirement.
Retirement MAP + Investments – Experience TRUE WEALTH MANAGEMENT. Coordinates your investments with you Retirement MAP.
Roth Conversion – Could be a great way to lower lifetime taxes. It’s not for everyone.
Social Security – Government provided longevity insurance.
Tax Planning – Looks at the future more than the past. Why pay more taxes that you have to?
Tax Torpedo – Carries an explosive warhead. Avoid these with the proper tax planning.
Team Work! – There is no “I” in team. All of our relationships are collaborative.
Technology – We use a lot of it - Makes life easier – when it works! 😊
True Wealth Management – Retirement MAP + Investments
Trusted Partners – Need an Attorney, a CPA or other professional? We have trusted partners!
Video Blog – Sometimes it’s easier to watch and learn as opposed to another way.
Your Free Assessment – Decide if we are a good fit you. Take yours HERE!
Your Planners – We have MASSIVE EXPERIENCE so we can deliver MASSIVE VALUE. Friendly too! 😊
