45% OF WOMEN
ARE NOT CONFIDENT ABOUT RETIREMENT
HERE'S HOW WE'LL CHANGE THAT
OUR WEALTH MANAGEMENT
1. CURRENT SITUATION
Get a complete review of your current financial situation.
2. DISCOVERY MEETING
Our team holds a discovery meeting with you to understand your retirement goals and address your concerns.
Our team performs a review and diagnostic of your current portfolio including risk analysis, cost analysis, income analysis, Social Security analysis and annuity analyzer.
Receive a personalized retirement plan for you including: an investment plan, income plan, tax plan, health care plan and estate plan.
Together we review your strategy again, reiterate expectations, and review accounts. We establish a regular review process and implement advanced planning.
6. A COMPLETE PLAN
Your Retirement Roadmap Review is now complete! Now we believe you will be better prepared to navigate what life sends your way.
7. FINANCIAL FOLDER
Your documentation is organized in a folder with all your key financial papers.
8 REGULAR REVIEW
Ready, set, GO! Once you engage our services, we are with you whenever you need us to help identify and address your financial concerns by providing you with timely, accurate and helpful information.