Retirement Income4
Designed to minimize taxes, reduce risk, and provide more income.
- Withdrawal strategy selection
- Account withdrawal order
- Required minimum distributions
Where we start
How Financial Resources Group's Asset Map can simplify your financial life
One page that shows every account, policy and document you own, and the gaps between them.
Start Planning Today
Or scan with your phone to start your plan.
The idea
One page, whole picture
An Asset Map puts your whole household on a single page: people, accounts, policies, and the income that connects them.
Our review starts here, because we can't check our data points against a picture we don't have.
See what we check against it
Planswell is a separate program from the Asset Map, and you can also use it to get started.
Then the review
What we check, once we can see it all
Once the map is in front of us, these are the data points we test it against, grouped by our four pillars.
Tax Reduction5
Modeling how each decision moves your tax bill, before you make it.
- Roth conversion timing
- Capital gains coordination
- Medicare and IRMAA thresholds
Risk Management6
Protecting income, reducing emotional decisions, and conserving assets.
- Diversification and correlation
- Drawdown stress test
- Long-term care exposure
Estate & Legacy Planning5
Passing assets on efficiently, and making sure the paperwork works.
- Will, trust, or both
- Beneficiaries and titling
- Financial power of attorney: stress-tested
Get started
Ask us a question
Tell us what you're trying to work out and we'll get back to you. The first conversation is free.
Next step
Start your financial plan
The first conversation builds the map, and it is free.
Or just call us:(860) 657-8380