Our Approach

Building a Strong Retirement Income Strategy

Many considerations come into play as you financially prepare for your future. Chief among them, we believe, are three core considerations that inform the foundation of your retirement income strategy. 

Risk Assessment of Your Assets

You need to balance growth and stability as you grow your retirement funds, without assuming excessive risk to do it. Your retirement assets should embrace an appropriate amount of risk for your financial confidence and risk tolerance.

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Potential Retirement Income

One key reason you're accumulating funds? So you can enjoy an income level to support the retirement lifestyle you desire. Your retirement income strategy should help maximize the amount of income you can access in retirement. 

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Taxation of Your Retirement Assets 

It's important to make informed decisions about the tax status of your retirement assets, and to consider tax diversification within your retirement income strategy. When evaluating your potential retirement income, you'll want to analyze the after-tax amount you'll receive, which is the portion funds you get to spend. 

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CLIENT PROCESS
(Improve your life/retirement in 45 days)

1.

Immediate

Courtesy Consultation

2.

1 Week

Recommendation Interview

3.

2 Weeks

Q&A Mutual Commitment

*Investments*

*Wealth Management*

4.

3 Weeks

Advanced Planning

*Taxes*

*Fees*

*Debt*

*Banking*

*Real Estate*

5.

1 month

Asset Protection

6.

45 days

Get organized

7.

Ongoing

Relationship Communication

By working with Beasley's Dynamic Enterprises and Cassiani Law Firm, we use these core considerations to evaluate your retirement income approach, and help you create a strategy that balances these important needs. We look forward to helping you plan for your financial future. 

Click here to fill out the our Fact Finder: Life Time Goals, Risks and Future. Once submitted a representative from the Cassiani Law firm will reach out to you within 72 hours .