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The BML Process

Your Dreams Matter.

At BML Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Retirement Fingerprint 
Financial Planning Services

The Retirement Fingerprint® Process

Retirement Fingerprint® is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life.
Income Planning
Retirement Fingerprint® is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life.
  • Income & Expense Analysis
  • Spending Strategy & Withdrawal Order
  • Social Security Maximization
  • Pension Maximization
  • Inflation Planning
  • Spousal Planning
Your “BML Way” custom investment plan is tailored to meet your retirement goals. This typically includes:
  • Risk Analysis & Alignment
  • Diversification & Simplification
  • Professional Management
  • Rebalancing
  • Behavioral Coaching
  • Cost-Effective Funds

In collaboration with third-party tax professionals your plan incorporates tax reduction strategies. This typically includes:

  • Required Minimum Distribution (RMD) Planning
  • Roth Conversion Analysis
  • Tax-Deferral
  • Charitable Giving
  • Estate Tax Planning
Whether self-insuring or leveraging insurance solutions, your plan helps protect against rising healthcare costs through resources outside of our advisory services. This typically includes:
  • Medicare
  • Health Insurance Gap Planning (Before Age 65)
  • Long-Term Care
  • Life Insurance Policy Review
  • Disability Insurance Policy Review
  • Annuity Policy Review

In collaboration with third-party Estate Planning Attorneys, your plan ensures your assets go to your beneficiaries in the most efficient manner. This typically includes:

  • Drafting/Updating Living Trust
  • Funding Your Trust
  • Titling of Accounts
  • Beneficiary Designations
  • Establishing Trusted Contacts
  • Efficient Wealth Transfer
Retirement Fingerprint Process

"You only have one opportunity to plan and enjoy the retirement you’ve worked so hard for."

Brian Levy

Brian Levy

Founder

Fill out the form below to receive your copy of The Retirement Fingerprint®

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