Our time-tested process utilizes a variety of involved steps so that you can best prepare for retirement with every one of our tools at your disposal.
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.
If our process appears to be something that could be compatible with your current financial situation, please don’t hesitate to contact us to set up an appointment today and take the first step toward securing your financial future.