Hans Reese, AAMS^®, CRPC^®, CFP^®
New Stage Investment Group^®

Financial Services

When it comes your income and taxes, there's a common saying: "It's not what you make, it's what you keep." To help you keep more of what you make, we find the best path is a collaborative effort. Working together with your tax professional, we can help improve your taxes from backward looking reporting to forward thinking tax management.

We could talk about sophisticated strategies but sometimes simpler is better. Picture risk management as checking the weather forecast before planning a picnic. Our approach is like looking ahead to see potential challenges in your financial journey. We're here to help you understand the 'weather' of risks you might face, and together, we'll plan ways to make sure your financial 'picnic' stays enjoyable, rain or shine.

Financial planning is best done as a comprehensive plan with ongoing updates spanning years. However, there are instances where you might simply need a checkup or someone to review your existing plan. That's where we come in. We provide assistance through either a flat-fee comprehensive financial planning service or an ad hoc, hourly consulting service. This flexible approach is tailored to address specific questions or problems, such as navigating social security filing or making decisions about old retirement plans. You tell us what you need and we can help you find the right level of service.

A poorly planned retirement is the primary reason for long lasting financial insecurity and nagging worries about money. Just because you are ready to stop working, doesn't mean your expenses stop. In fact, they continue and are likely to increase over time. Plan and prepare for a more secure, comfortable retirement with our retirement planning process. Together we help you optimize income sources, manage and prepare for rising expenses, better position your retirement savings and investments and address questions on your legacy and estate planning.

Life happens. Whether a grieving family now finds themselves with too little in financial reserves or a disability ends monthly income and retirement savings or a long-term care event drains retirement accounts; no one likes to talk about the unexpected risks we all face. Instead, be proactive. Explore how to protect your family and shield your wealth by transferring those unforeseen risks with insurance and smarter financial strategies.

The abundance of personal finance advice often falls into the trap of being generic. Generic advice is like buying shoes labeled "one-size-fits-all,". A poorly fitted shoe might not fit your feet at all or leave you with blisters or just slip off completely when you try to walk. Our approach is like having a tailor-made pair crafted just for you. Shoes that fit comfortably and provide support unique to your financial journey today and down the road.

We work to create a personal investment portfolio tailored to your goals with a professionally screened, implemented and monitored portfolio of investments. Our regular reviews not only look at your current investments, but also continually search for fresh ideas. As we make adjustments to the portfolio, our ongoing process ensures we regularly evaluate portfolio performance, risks and costs through dependable, regular consultations with you.

An educational approach focuses on helping you make a more informed decision. We can help you consider the pros and cons of each opportunity. Incorporate into a broader financial plan approach means you make an smarter decision.