Our Approach

At Tailored Wealth Solutions, we are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. As you retire, you may need a steady stream of income that can last for decades, and a strategy to help you defer or reduce taxes and other financial risks. That calls for the integration of tax-advantaged investments and insurance to support your needs. This is where our many years of experience matter. As you get older, you may want to invest more conservatively and focus on protecting your wealth and legacy. We can help by showing you how to arrange your portfolio to potentially benefit from stock market gains while shielding yourself from stock market losses. We will take time to get to know you - where you come from, how you have built your practice or career, and what you would like to do next. We have keenly studied the financial and tax markets for over 30 years, and we enjoy helping doctors and business owners plan to retain wealth and attain dreams.

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Step 1: Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.