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Our Process

Our process begins by asking, “What must happen for you to live a life of purpose in retirement?” We then build a personalized strategy focused on your goals and, importantly, how taxes will impact your income streams.

By using the Power of Zero, we aim to create tax-efficient or tax-free income streams, protect your principal, and integrate long-term care provisions. Minimizing Social Security taxes and safeguarding against market loss are key components of extending your retirement income so that you can enjoy a stable financial future.

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What needs to take place going forward so that you can live a life of significance and purpose?

Our strategic planning process focuses on your unique goals, the comprehensive road map you’ll need to follow in order to achieve them, as well as how taxes will impact your income streams before and during retirement.

1
Discovery
We engage with each client to understand your current situation and aspirations. We discuss short-term and life goals to define what a meaningful retirement means to you.
2
Development
We analyze your circumstances to craft strategies that align with your goals. A detailed Financial Plan and Retirement Road Map outline yearly steps towards tax-efficient retirement.
3
Implementation
We guide you in implementing your personalized roadmap for retirement. Together, we navigate each step and adapt as needed to keep your plan on track.
4
Ongoing Review
Annually, we review your strategy’s progress and discuss adjustments. We ensure accountability for taking the steps needed to stay aligned with your retirement goals.

How much of your hard-earned retirement savings will you get to keep? Schedule your complimentary, one-on-one strategy session now to harness the Power of Zero and discover a roadmap toward your goals.

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Explore Tax-Efficient Retirement Strategies
Learn how you can adapt your retirement plan to navigate potential tax changes and preserve your income over the long term.
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Start Planning for a Sustainable Retirement
Discover how thoughtful planning today can help you build a retirement that aligns with your goals, even as the financial landscape changes.
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Discover Ways to Manage Retirement Risks
Understand the steps you can take to address potential risks like rising taxes and market volatility in your retirement plan.
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Prosperity Edge Financial Advisors
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and CPCS are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 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. We do not provide tax advice – please seek a licensed tax professional if you have tax questions.Any comments regarding safe and secure products, 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. The Elite POZ Advisor Group is an indication that the financial advisor has attended training provided by The Power of Zero, passed a comprehensive exam, met minimum annual production requirements, and other membership qualifications and does not constitute an endorsement of any kind. Membership does not guarantee investment success and does not ensure a higher level of performance or results.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Chapman Private Client Services is not affiliated with or endorsed by the Social Security Administration or any other government agency.

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