Our Process

TAKE THE STRESS OUT OF RETIREMENT

We offer an array of tools and services to help make the retirement process easier for you. We work with you over a series of three to four meetings to design and implement your income plan.

OUR INCOME PLANNING PROCESS FOLLOWS THESE STEPS:

Your financial goals are our top priority

DEVELOP

Our first meeting is about understanding who you are as a couple or individual, what is important to you, and learning about your goals and dreams. What would you like to accomplish? What are your concerns? Developing a relationship with our clients is first and foremost.

DISCOVER

We work with you to create a custom, personalized income plan designed to help meet your family’s goals.

DESIGN

We will begin the process of creating your income plan with your goals and dreams in mind.

ACTION

Once you are satisfied with the income plan that we have designed to meet your specific goals, we then put your income plan into action.

MONITOR

We monitor your income plan on an ongoing basis, adjusting as necessary. We will meet with you annually or as often as necessary to discuss the progress of your retirement plan and any changes that may be needed.

LEARN MORE ABOUT OUR PROCESS

Request your complimentary consultation by completing the form below.