It can be one of your most important decisions. This step explains the role of a financial services professional, what to look for and introduces New Generation Retirement Planning.
This step starts with you - your goals, your feelings and vision of your ideal retirement. We will also look at the facts of your current situation. This all begins with the Color of Money Risk Analysis - an intuitive, 11-question self-assessment that helps give insight into your overall risk preferences.
We craft a plan based on your goals, objectives and risk tolerance using independent third-party research and technology. We specifically explore income planning, asset maximization, legacy planning and tax strategies. Your feedback is key prior to implementing your plan.
Recommendations are finalized and implemented using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
Regular reviews are made to ensure you are staying on track. Our focus is a long-term relationship and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault - a secure online portal that allows you to easily organize, manage and access your financial life. All reports and any updates to them based on our reviews and any life changes will be available to you 24/7.
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Disclosure: David Maldonado offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Income Harbor Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through David Maldonado, independent agent.
Income Harbor Wealth Management, David Maldonado and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of David Maldonado, and our editorial staff.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) David Maldonado, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
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