Worried Your Financial Plan is

Missing something?

We’re here to help you feel confident in your financial future.

Retire Right. Retire Ready.

If you’re worried that your financial strategy is missing something, we’re here to help you feel more confident in your financial future and to help answer retirement’s key questions:


Where will my income come from?

How does risk tolerance work in my investment strategy? (Should I know my number?)

Will taxes still affect me when I retire?

Can I use protection AND growth strategies for my hard-earned money?

Will my retirement last through longevity and long-term care?

 

You retire once. You want to make sure you’re ready, and you want to do it right. Every day, we help clients just like you prepare for the retirement they deserve. Here’s how we do it.

OUR PROCESS

Our Retire Ready. Retire Right. process starts with understanding your goals and priorities for retirement — the things that matter most to you. We can help you establish a written retirement plan, taking into consideration the key questions above for retirement income planning, investment strategies, wealth management, tax planning, and legacy and estate planning.

Step 1

Discovery

During this complimentary meeting, we’ll start by understanding your goals and vision for retirement. We’ll review your current financial documents and retirement plan, introduce you to our process and openly discover how it can be customized to help meet your goals.

Step 2

Evaluation

We’ll review your current financial strategy to uncover any risks, gaps or inefficiencies that may need to be corrected. We’ll also work to identify opportunities for improvement. At the end of this meeting, we will determine if we are a good fit to work together and take the next steps.

Step 3

Strategy & Implementation

We’ll discuss our proposed strategy around our five areas of planning. We’ll review your customized retirement plan and walk you through the strategies utilized, explaining the purposes of each, and confirm the implementation of the plan.

Step 4

Plan Delivery & Ongoing Planning

You will be presented with a hard-bound version of your Retire Ready. Retire Right. Roadmap, which outlines the steps of your plan. We’ll continue to meet throughout our relationship to stay in touch and stay on top of your plan, making any necessary updates or adjustments along the way.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning
OUR PROCESS

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 734.769.1719