A Look Into Our Process
When determining your most effective retirement plan, we first assess your level of interest in approaching the funding of your retirement. We will then complete a fact finder and meet with you to get an overall understanding of your current financial picture and determine your individual goals and needs so that we can develop a retirement plan tailored specifically for you. Once we collect all of the necessary information, we will prepare a projection of your retirement income and take all sources into account when presenting you with the facts.
Occasionally, the circumstances may not warrant a full projection, so we will suggest a simple allocation of a portion of your assets in order to provide you with supplemental income for safety and growth.