Our 4 Step Process
(click on each item to learn more)
1. Analyze and Strategize
- Understand Benefits to You
- Data Checklist
- Mutual Fund and Brokerage Account Statements
- Company Retirement Accounts – Current & Former
- Current Pension
- Current IRA Statement
- Current Life Insurance Coverage
- Mortgage Information
- Estimated Retirement Date Expectations
- Review Overview of Investment Approach
- Estimated Retirement Date
- Expectations Review
- Overview of Investment Approach
2. Meeting Your Goals
- Retirement Plan
- Asset Review
- Comprehensive Plan
- Progress Assessment to goals
- Education of Investment Options
3. Implementing Your Plan
- Discussion from plan education of best approach
- New Account Set Up
- Account Transfers-We handle the transfer for you
- Movement Set Up
- Retirement Plan Distribution
- Tax Basis Sensitivity Analysis
4. Monitor Your Progress
- Systematic Periodic Account Reviews
- Educational Opportunities
- Lifestyle Updates
- Required Minimum Distributions
- Performance Reviews
