Our Process

Four Steps to your Retirement Plan

Planning for retirement should not be a rash decision. Making decisions for the “rest of your life money” takes precise planning and ongoing evaluation. For this reason we’ve created a four step process during which you and our team work together to create a plan that is designed to identify your goals and help you pursue your dreams. We place a strong emphasis on Income Planning and take the time to understand the intricacies of your unique situation because we recognize that no two clients are exactly the same.

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  1. Discovery

• The first meeting is mutual discovery. Our team gets to know you and you in turn get to know us. We learn where you stand financially and you learn how we function.

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  2. Analysis

• From the information gathered in the first meeting, we prepare a Retirement Income Analysis, Net Worth Statement, investment performance & Fee Analysis & Social Security Maximization reports. We share findings and propose investment plan options.

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  3. Action Plan

• In the third meeting, we work together to fine tune a plan. We take tax planning opportunities into account and create a retirement plan that generates the income required to maintain your lifestyle.

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  4. Review

• We meet for regular reviews to evaluate your progress and make adjustments as your needs and options evolve. This keeps you on the path towards your retirement.

Once we determine a solution that works for you, we implement the plan and walk you “to and through retirement.” We have an open door policy for our clients and never charge for an appointment. We always strive to provide exceptional service and create lasting relationships.

There is no cost associated with the Four Steps to Retirement process.

Contact us to set up your Discovery meeting now.