Our Services
We know that like many people, you have achieved many of your goals.That said, you still might harbor lingering doubts about your future. You continue to wonder whether your money will comfortably last thru your retirement. You feel overwhelmed by all of the conflicting information you get from the financial industry and the media. You are skeptical of the brokerage and banking industries and wonder whether you have been truly informed of all the strategies and opportunities available yo you. Your taxes go up every year, and you feel powerless to do anything about it. You worry about health care costs and wonder what will happen to your family if you fall ill. That's why we've created the Prudent Optimization Process.
The Prudent Optimization Process enhances your retirement through unique and sensible strategies. As a principal architect, Bastien&Mitchell has helped create a system utilized by other top financial advisors across the country that gives you the very best the financial industry has to offer. We eliminate all the of the confusion and review the availible options so that you can be certain that you are informed and empowered to make the very best financial decisions possible. Our years of experience working exclusively with retired clients at Bastien&Mitchell have prompted us to design a program that helps you understand the strengths and weaknesses of your current situation and create a powerful vision for your future. We help you identify any roadblocks that might stand in your way and work with you to develop strategies to overcome them and achieve the vision you've created.Imagine the sense of comfort and freedom you will experience knowing that you are in complete control of your retirement lifestyle.
Knowledge is power. And we guarantee that when you have completed the process you will understand the taxation,brokerage and banking systems and how to use these systems to your full advantage. You will have a complete understanding of all the opportunities available to you, and the ability to filter valid verus invalid information based on your specific situation. You will have a single source of trusted advice.
Be confident that everything has been taken care of, Enjoy the peace of mind that your new-found control will afford. Don't let your money rule your retirement. Learn step-by-step how to use your money to help create the retirement you've worked so long and hard to achieve.