Building a Better Future: Retirement Planning

Depending on the complexity of your situation, we will typically hold two or three meetings. The first meeting is about 45 minutes long, which is plenty of time to allow us to get acquainted with you and your financial goals and concerns. Before our second meeting, our team audits your existing investments to run fee, risk, and income reports on how your investments have done over the previous years. We’ll also look for any areas where we can reduce fees and risk while potentially increasing returns and income. We use third-party validated data to run all of the reports

During our second meeting, which falls right around an hour, we’ll provide you with a blueprint of how we can improve your financial situation. We’ll show you how you can improve your retirement plan by implementing our recommendations around producing retirement income, increasing investment returns, reducing tax liability, and maximizing Social Security.

The third happens when you’re ready to move forward with our recommendations. Our team puts together a one-page retirement plan and will review each investment, income strategy, tax strategy, and Social Security strategy prior to implementation.

We also notify all clients when they have hit their anniversary with us. A team member will call to set up a meeting with you to review the performance of your accounts, as well as make any adjustments to your goals.