Services

We will meet with you regularly to make sure your plan and investment strategy stays on track. In addition, we are available to you for ongoing advice and support as needed.

Step 6 – Monitor Your Plan & Investment Strategy

During this meeting or series of meetings we will help you implement the items on your action list.

Step 5 – Implement Your Plan & Investment Strategy

During this meeting we will make our specific recommendations and explain clearly what you need to do to implement your Retirement Life Plan. We will provide you with an action list of our recommendations and collaborate with you to prioritize which items to address first.

Topics include cash flow projections, tax planning, insurance planning, estate planning, retirement planning, income planning and investment planning.

Step 4 – Plan Presentation

During this meeting we will discuss our initial findings and answer four key questions:
• Is your retirement on track?
• Are there any tax planning opportunities?
• Can your portfolio be improved?
• Can you eliminate or at least reduce threats to your retirement?

Step 3 – Our Analysis

The goal of these meetings is to get perfectly clear on your goals, concerns, unique financial situation, and vision for retirement. Your answers to our questions combined with the information we request, will guide our analysis and the development of your retirement life plan.

Step 2 – Explore, Vision & Data Gathering

Complimentary 30-minute consultation via phone or video chat so that we can get to know each other and determine if your situation matches our expertise. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

Step 1 – Initial Consultation

Our Process