Introductory Consultation
All of us want to know what is the best course of action to take in order to ensure a secure retirement. In order to do that, we must look at the specific issues and needs that each individual has.
STEP 1.
Through the process of having a conversation, we will ask questions that we have fine-tuned over the years, and listen intently to your responses in order to identify what we will need to address in future visits. Our goal is to help you to get to know us, and more importantly, for us to get to know you!
Strategic Planning Session
Most of the work that we do will be behind the scenes. The tools that we have available to us are Wall Street caliber, but the service that you will receive will be Main Street attentive.
STEP 2.
We use state-of-the-art tools to properly analyze and evaluate your current financial situation. Then, taking into consideration your goals and needs, we put together a plan to optimize your retirement years.
Solution Review
One of the most difficult tasks in implementing a retirement plan is understanding it. We take the time needed to explain our plan piece-by-piece to make sure your plan makes sense to you.
STEP 3.
We are not going to complicate your retirement to the point to where it doesn't make sense. In as many follow-up visits that are necessary, we will walk you through the plan that has been personally designed for you, step by step. Your plan will be thorough, but comprehension will be simple.