4 Steps to YOUR Retirement Success

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 accomplish your goals and help you achieve your dreams.   As a company we place the strongest emphasis on Income Planning and you’ll see that in the options we present to you along the way.  We will take the time to understand the intricacies of your unique situation because we recognize that no tow client are exactly the same.

Step 1-Discovery

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

Step 2-Analysis

From the information gathered in the first meeting we access portfolio risk, and prepare a Retirement Income Analysis which includes a Net Worth Statement and Social Security Maximization Report.  In our second meeting we will begin to share finding, strategies and propose a complete income plan that gives you options.

Step 3-Action Plan

In our third meeting, we work together to fine tune a plan.  We consider your risk tolerance along with tax planning strategies to create an individualized retirement plant that generates the income necessary to maintain the lifestyle you wish during your retirement years.  We will make decisions together and take action.

Step 4-Review

We will continue to meet for regular reviews to evaluate your progress and make adjustments and modifications as your wants, needs and options evolve along the way.  We feel this is the most crucial steps as it ensures that you stay on course to your Retirement Success.