Certified Financial Planner, Evans Financial Group, College Station, Tx

Retirement
Planning

Retirement Planning

The L.I.G.H.T. Retirement Plan

Our signature L.I.G.H.T. Retirement Plan serves as both the guiding light of direction for our clients and a program for lightening the load of doubt or anxiety during the second half of their lives. It focuses on providing you with a custom, tailored planning experience in five critical areas of your financial life:

LEGACY PLAN

GOAL: To work collaboratively with an estate planning attorney to preserve and enrich your legacy of love.

VALUE/BENEFITS :
  • Maximize tax-efficient transfer to beneficiaries
  • Probate avoidance
  • Revocable Living Trusts
  • Financial and Healthcare Directives
COMPLIMENTARY REPORT:
Legacy Forecast

INCOME PLAN

GOAL: To design dependable income to
support your long-term lifestyle.

VALUE/BENEFITS :
  • Income and expense analysis
  • Protection and diversification
  • Social Security optimization
  • Inflation plan
COMPLIMENTARY REPORT:
Success Probability Diagnostic

GROWTH PLAN

GOAL: To incorporate a custom investment
portfolio that offsets inflation and
unexpected expenses.

VALUE/BENEFITS :
  • Assess appropriate risk level
  • Optimize allocation of portfolio
  • Align investments with goals and values

HEALTHCARE PLAN

GOAL: To create a financial plan aimed at safeguarding wealth from unforeseen
expenses.

VALUE/BENEFITS :
  • Review Medicare options
  • Discuss long-term care planning

TAX PLAN

GOAL : To formulate a proactive strategy for
tax-free income, lower tax liabilities, and
reduced tax-rate risk.

VALUE/BENEFITS :
  • Assess holdings taxation
  • IRA planning and Roth conversions
  • Tax-efficient alter native investments
  • Leverage qualified money
COMPLIMENTARY REPORT:
Tax Savings Projection

Custom tailored investment strategies designed to help you achieve your individual financial goals

Learn how our Proprietary L.I.G.H.T. ℠ Retirement Plan helps you along the path to security and abundance.

OUR CLIENT ENGAGEMENT PROCESS

Our signature process works to uncover hidden traps or flaws, discover information critical to your planning, and minimize unnecessary risks. Our approach is to continue educating and always providing our clients with the best service. We view our clients as part of our extended family; we strive for relationships built on trust. There is no obligation or pressure as we explore whether the partnership is right for both sides. Our process involves five distinctive steps designed to align with your goals:

learn more about our no obligation, no pressure client engagement process

Work with a Certified Financial Planner ®

Ready to kickstart your financial journey but have some questions or not sure where to begin? Contact us to schedule an appointment and let’s start shaping your financial future together!



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