OUR PROCESS
Earning your trust and clarifying your goals is the most important part of our approach.
Our Team has developed a disciplined process that begins with a complementary consultation which includes the following steps:
- A discussion of your personal situation and answer any questions you have
- We fully explain our process
- We explain how we are paid
- And we will both decide if we are comfortable working with each-other
Once the decision is made to work together we will develop a Customized Financial Plan for you as we walk you through a step-by-step process that will make you feel confident with your financial decisions. We will provide you with objective recommendations based on your specific goals by following the next steps:
- We will have an in depth discussion of your retirement goals, time frame, risk tolerance and expectations and gather the appropriate financial information
- Then we will project your retirement goals to determine what steps are required to address your objectives
- Then we will provide you with a customized written action plan to address your retirement goals including recommendations for:
- A Customized and Diversified Investment Portfolio
- Tax Savings Strategies
- Inflation Protection Strategies
- Employer Retirement Plan Transition Assistance
- Retirement Income Strategies
- Estate Planning strategies designed with a goal to preserve your assets from unnecessary fees and taxes
- Insurance Proposals if applicable