What we do
Strong Financial Plan
Your Life Stages
Our Investment Philosophy

 
   


Your Life Stages

“The Old Retirement Model”

(a) Accumulate Assets
(b) Distribution of income from those assets
(c) Transfer of the remaining assets

“The New Re-Wire-Ment Model”

Retirees are living longer more active lives and many people are contemplating the next part of their life which could include many phases –community or public service, education, entrepreneurship, charitable activities, travel/adventure trips, ministry work, etc.

Helping you design a combination of strategies to manage your wealth, with the proper risk and the greatest potential for net income is our goal. You may have not considered what life will be like during the next stage. Our job is to help you dream about the future and develop strategies to achieve these dreams.

What is your definition of the next phase of life?

  • If you didn’t have to spend time making money, managing money, or worrying about money what would you do?
  • What is preventing you from using your unique talents, time, abilities, and resources to achieve the things you want to achieve?
  • What phases do you see for yourself and what arrangements need to be made?
  • Will part time work or a new career be part of your future?
  • How long should we plan on you living?
  • What are the costs associated with these activities?
  • When do you want to start living this life?

What is the first step you need to take today?

Implementation

Once we know what your ideal future life looks like and we have designed how you will achieve it, we will help you live it through our unique system we call the “Personal Strategic Implementation Plan.” This is our system to clearly define your objectives and the action items that need to be done to achieve success. This will be your roadmap, your “blueprint to success” so you can maximize the efficiency of your money at work!

We look forward to helping you achieve the success you desire!



 


Titan Financial Associates | 300 Oswego Pointe Drive Suite 202 | Lake Oswego, Oregon 97034 | 503.629.0810

Securities offered through LPL Financial Member FINRA/SIPC