Lifestyle, Legacy, Relationships
…Fulfilled
“Plans are nothing; planning is everything.” —Dwight D. Eisenhower
GO BEYOND MONEY
My mission is to bring clarity to those on the doorstep of retirement. The lifelong relationships I forge with clients go well beyond money and into their most cherished ambitions in life. I seek to help my clients to freely do what they love with who they love without ever worrying about money.
The Program
If you are willing to go deeper than the numbers, our program will instill confidence while simultaneously surprising you with yet to be discovered insights for living your best life in retirement. After years of fine tuning, I created a holistic system to help my clients make the most of their money and life.
This program seeks to:
Optimize life’s victories
Prepare for all retirement life’s events
Create a sustainable income strategy that helps reduce risk of running out of money
Help you age with grace
Maximize return on life not just your investments
Create lasting satisfaction with a comprehensive plan
“I believe retirement without a system is like surgery without an operating room”
— Mark J. Stevens
WHY STEADFAST WEALTH SYSTEMS?
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STEADFAST is the unwavering commitment that helps assure us you won’t run out of money in retirement. Our system is designed to strike a balance between this primal financial concern and helping you to live your best life.
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WEALTH is not just financial resources. Knowledge, tools, information, even your health are all equally important. We provide access to a strong pool of non-financial experts curated over many years to help grow and preserve your overall wealth.
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SYSTEMS that address all of your retirement needs should be time tested to help create confidence in your decisions. Our process of analyzing historical market data against all our clients’ numbers helps us stay steadfast with your plan.
What our system can do for YOU!
Remove Doubt
Our keystone tool does a rolling period analysis using data going to back to 1926 to stress-test client income distribution scenarios through some of the worst financial times in history. These simulations are critical to both determine if withdrawal rates are safe and how to invest funds to make resources last.
Provide efficiency & effectiveness
We apply a time-weighted and multi-segmented approach to manage market uncertainty and the risk of accelerated portfolio draw-down. Likened to a “bucket approach” it has been used extensively to help improve probability of success.
Is Unique
Typically, other systems focus only on “safe” withdrawal rates and an asset allocation strategy to support that rate. Our system is unique in that it combines the rolling period analysis with the bucket approach to enhance the probability of success. While, past performance cannot predict future performance, we do believe there is truth in the saying that “history does not repeat itself it, but it often rhymes.” This tool helps bring greater clarity to the best income path going forward.
Enables success without Millions of dollars
Retirement income planning combines many variables and inputs to simulate future success. If a person is flexible and realistic, our program can help narrow down the possibilities to find an acceptable solution even with more limited resources.
Creates a plan to live your best life
Our program places the client’s life at the center of the conversation instead of money. We help create a timeline that supports them living their best life in retirement. This timeline helps us schedule future actions or conversations to tackle some of the biggest challenges retirees face as maturing adults.
Offers access to many other experts
We proactively bring resources, including other professionals and service solutions into these lifelong relationship as we learn about new challenges and goals in our quarterly renew and review client calls/meetings.
