Our Process

  As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.

Whatever stage of life you are in, whether you are  working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.

The Macro Asset Perspective® helps you implement a     balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.


 



Watch This Brief Intro to the Macro Asset Perspective



 


For tax, legal or accounting advice, please consult with your tax, legal or accounting professional as I do not provide any such advice.

Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

Newsletters

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

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