FINANCIAL PLANNING SOLUTIONS

At 10-15 Associates, we offer comprehensive financial planning for all aspects of your life. That planning process begins by sitting down and having a friendly conversation. Our goal is to learn as much as we can about you. We want to understand what is important to you and what financial challenges you face. We want to learn about your aspirations for retirement, as well as the things that keep you up at night. The answers to these questions along with information about your income, assets, expenses, and risk tolerance will enable us to tailor a financial plan that fits your unique needs and goals.

RETIREMENT INCOME PLANNING AND ANALYSIS

Building the savings you will need to enjoy a comfortable retirement is just one part of the retirement savings challenge. You will also need a plan to generate retirement income. Depending on the age at which you retire, you may need to rely on your savings to pay the bills for twenty-five years or more. We help our clients stay on course by developing a retirement income roadmap that includes

  • Your estimated annual expenses in retirement
  • Your projected income in retirement
  • An analysis of your current retirement portfolio
  • A customized portfolio that protects your investment principal, generates income, and provides opportunities for capital appreciation.
TAX PREPARATION AND PLANNING

Many investors fail to factor taxes into their retirement planning. To ensure our clients draw down their retirement savings in the most tax-efficient manner possible, we provide comprehensive tax preparation services from certified public accountants (CPA). These services are included as part of our management fee (minimum balance requirements apply). We also maintain relationships with estate planning experts who can help you protect your legacy and provide for your heirs.

QUARTERLY PORTFOLIOREVIEWS

We pride ourselves on providing personalized service, and believe the best way to do that is to meet in person. We schedule face-to-face meetings multiple times a year to make sure you’re on track. We want you to understand which investments you hold and why. We like keeping our clients informed on their transactions not only because we want you to know what you own but because we take pride in each of the investments that we choose for you. We will review your financial planning goals and will work with you to achieve them.

Over the past thirty years, our unique investment strategy and planning process has provided our clients with peace of mind. We measure success by the quality and depth of our client relationships. We are committed to creating the best possible client experience—one that will last a lifetime. We can help you plan with confidence, and we look forward to the opportunity to work with you.

GET IN TOUCH WITH 10-15
Business Hours

Monday - Friday
9.00am to 5.00pm

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