We are proud to offer the Macro Asset Perspective® planning process. Through this unique educational approach, we can help you better plan for retirement. Whatever stage of life you’re in, whether you’re 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 and 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.
Introduction
Using the Macro Asset Perspective® process, we focus on the protection of assets, accumulation of wealth, building retirement income that cannot be outlived, and leaving a lasting legacy to the people and organizations you care about most.
The Process
During our process, we engage our clients in a discovery process to uncover their objectives and current financial state. We then do a thorough analysis of the discovery data and engage our team of professionals to develop a summary plan and recommendations. Next, we educate our clients as to their options and help them take action to implement the plan. Our goal is to develop lifetime partnerships with our clients to add value for them.
Our Role
In this process, we act as a problem-solving coordinator for our clients. We interact with their existing team of professionals, such as CPAs and attorneys, develop action items, and follow up on those items to ensure that the plan is implemented.
Digging Into the MAP
The 12 green boxes in the image to the right represent the foundation of risk management planning. From there, we can create a more comprehensive asset allocation model of your current assets and cash flow.
