How We Do It

Phase I: Discovery

Our process begins at our initial meeting. We get to know one another and focus on what your specific needs are as well as what you want your retirement to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term retirement strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your retirement strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Review

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. 

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