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What We Do
In its most simplistic fashion, it is making decisions with what to do with one's financial resources.
In most cases individuals want professional help with those decisions.
From a professional perspective it may be as straightforward as managing a client's investments account with the goal of growing it over time, focusing on the accumulation of assets.
In my view, the financial world is more complicated today than ever before with technology rapidly changing options and opportunities as well as the amount of volatility stock markets have experienced in recent decades.
With that in mind my perspective of comprehensive wealth management includes accessing a client's opportunities, goals, resources, responsibilities and tolerances, factoring in taxation, creating a plan on how the clients financial resources should be allocated. Then implement the plan, as well as monitor and adjust the plan as the world and the clients life changes.
We guide clients through the process of identifying the risks that apply to them, and explore the common ways or in some cases their unique opportunities to address them. A comprehensive wealth management plan balances growth and protection.Learn More
With over 25 years of personal risk management experience, Adam Goodman brings unique and valuable skill sets to clients. He compares and analyzes multiple options, providing clients with access to unique wealth management solutions customized to their specific desires, resources, tolerances and opportunities.Learn More
We utilize 3 different strategies that can be used in a retirement income plan. They all have pros and cons. Some have guarantees*, others don’t. Some provide a lot of flexibility, others little. Some have a lot of growth potential, others have no loss potential. Many individuals find once they have put in place a solid financial base of what their retirement income sources will be, they can take more risk, investing for growth with their remaining assets creating a well balanced wealth management plan.Learn More
We look for opportunities to make improvements in reducing future tax liability on favorable terms, and generally recommend not solely making an investment decision due to a tax benefit. Taxation is just one of many important factors to consider, and is one of the wealth management areas individuals can control on an annual basis if they understand the tax laws and apply them to their specific financial situation.Learn More
Estate planning combines having the right legal documents in place as well as the optimal financial solutions based on one's desires, this is one of the most important areas for wealthy families when it comes to proper wealth management.Learn More
You have been retired for many years now, but desire improvements in one or more of these areas:
Lifestyle & Protection Strategies
Retirement Income Planning
Estate & Legacy Planning
The majority of our clients are in this group. Generally age 65+… Due to economic changes over the years (primarily lower interest rates), the strategies that typically provide what individuals in this group want has changed too, sometimes that creates challenges, needing to try something new to get a better result, or needing to have different lifestyle protection strategies in place, but being fearful of something new…Change can be a challenge for many. This is why we provide the education we do, as well as treat potential clients with patience and empathy. These types of situations are where our independence, access to multiple financial solutions, process for thoroughly understanding our clients goals, concerns and financial picture as well as a detailed understanding of the pros and cons of each financial option typically provides immense value for clients.
In the information age, there is a lot of financial noise, other advisors and companies communicating different messages and in some cases trying to sell their preferred strategies. We help clients break through that noise and clutter and narrow down the options that are right for them based on their desires, resources and tolerances as well as incorporating tax planning into our recommendations.
Often during this client relationship the client or their family faces a life changing event (the loss of a spouse, a long term care event, or ultimately their own demise) and we help them or the family, navigate, adjust and work through the situations that arise.
This is the client group we are often able to make the biggest short term improvements for, as they are about to or have recently transitioned from the accumulation to the distribution years…They are facing a whole new system, options and choices they typically aren’t familiar with or find some of these areas overwhelmingly confusing (Social Security, Medicare, Future RMD’s) as well as typically need to address the issues that are unique to the distribution years, that often times haven’t been addressed yet. As well as often need advice in the area of what type of adjustments should be made and to what degree.
There is a lot of similarity with clients in this group and our Successfully Retired clients. Often the main difference is this group needs more initial consultative planning and attention in the risk management area, as on average they have a longer time frame they need to grow, protect and distribute for.
10+ years from retirement, having the proper lifestyle protection in place is important to you, and so is creating your ideal retirement lifestyle! You understand and appreciate our “Eliminating Income Tax in Retirement Approach” and want us to work with you to have the proper planning and strategies in place today and into the future!
There are many factors that go into establishing a new client relationship. We don’t have hard and fast rules, either at the end of a 1st meeting or during a 2nd meeting is typically when a client and us agree whether starting to work together in one or more of 3 ways makes sense.
Since we focus on long term client relationships and don’t have monthly quotas, unless the client simply needs to address a lifestyle or asset protection issue, if they don’t fit into one of the 3 client groups mentioned previously, we typically won’t be the best fit for them, but will provide any suggestions we have for them at that point towards making the positive improvements they are striving for…
Got questions? We've got answers.
We do not have specific minimum requirements; there are many factors (financial & non-financial) that go into whether we establish a new client relationship.
We strive to be of value and service to everyone we come in contact with, which is why we create content for client groups we aren’t able to work with individually as well as provide open to the community financial education seminars & webinars.
We understand sitting down with a financial advisor can be a stressful experience and in appreciation to those who sit down with us, if we can’t provide ongoing value directly we will provide any suggestions we have that could help the individual in addressing their current concerns as well as making progress with their financial planning.
The larger ones income, assets and unaddressed problem areas that exist is a common indicator if a new client relationship is established or not.
A discovery meeting is focused on getting to know you, your goals, concerns, desires & resources. We ask a lot of questions to assess what ways if any we may be of value to you.
You are not required to bring any documents for your discovery meeting unless there are specific items you would like for us to discuss. If so, we would be happy to review the documents you bring. Specific advice is provided at a 2nd or later meeting, but documents are often helpful in determining to what degree if at all we can be of service to you.
To speak openly and honestly with us, so we can best understand your specific needs, goals, resources and concern areas.
Unless someone has attended a webinar or a workshop a better first step is a phone conversation. (Not that we expect to be overloaded with website 1st appointment requests without taking either of those 1st steps). From the perspective of exclusivity and time, I don’t want to create a feel that anyone can request a 1 on 1 office meeting as a 1st step. (I see that as only for a referral).
Investment funds are held with a 3rd party custodian, we use TD Ameritrade Institutional. Clients have 24/7 online access to review their accounts. With insurance solutions funds are made payable and held by the individual insurance company issuing the policy. As independent agents we have access to and work with many different insurance companies.
In one or more of the 3 ways outlined below:
Our primary office is in Summerlin at 9930 W Flamingo Rd #105 Las Vegas, NV 89147. We also have access to satellite office use in the Henderson area, and provide virtual meetings options.
Completing the contact form on the website or sending an email firstname.lastname@example.org as well as calling 702-462-7233 during business hours.
Schedule your complimentary conversation with us today.Let's Talk
Your Financial Health Throughout Retirement With The Personalized Guidance of an Experienced Retirement Specialist.Get It Today
9930 W Flamingo Rd #105
Las Vegas, NV 89147
Serving Select Individuals Nationwide
Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.
Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
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