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Our Process

1. Consultation

The first step in creating a successful retirement plan is knowing what you desire from retirement. We will spend time solidifying your dreams and goals for your retirement so that you have a clearer picture of where you are going. We will also look at your current position regarding income, assets, and investments.

2. Evaluation

We will analyze your situation digging deeper into the probability of success for your current retirement plan. We will look at when you hope to access your money to determine the amount of risk you should take on. Finally, we will consider several different options to find a solution that meets your retirement objectives.

3. Presentation

We will present our recommendations for your specific scenario, backed by performance reports and historical data. We will address any applicable areas of concern and provide alternative solutions if available. 

4. Implementation

Once we have your commitment, we will begin implementing your plan. We take every effort to make implementation as easy for the client as possible.

5. Review

Your plan needs to be reviewed at least once a year to make sure you are still on track. You cannot set it and forget it like one might hope. The nature of life requires that we make sure your plan is on track to meet your expenses and provide the lifestyle of your dreams.