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Our Process


There are no “one size-fits all” solutions to assuring you have the retirement you have hoped for all your working life. With a process in place you can have the retirement you always wanted. We have a five- step process to assist you with your retirement needs.

1. Discovery

We spend time to get to know you and your hopes and dreams for retirement. In discovery we talk about what is important to you. After all it is your retirement. You will see our philosophy and we can both determine if working together is a good fit. There is never a charge to sit down and talk with us.

2. Analysis

We analyze the information from the discovery process and use that information to assemble a plan to help achieve your retirement goals and dreams. We will establish an income plan and take the time to explain how the plan works. We analyze your current holdings and evaluate the performance and fee structures.  We take time to explain our recommendations and why we are making them.

3. Action Plan

In this step of the process we fine-tune our recommendations. We fully explain how these recommendations will make sure you attain your retirement goals. After seeing what we recommend, you will be able to make an educated decision that is best for you and your retirement income.

4. Implementation

At this point in the process we implement the recommendations. After implementation of the plan we are here to help with any of the inevitable changes in life. We are invested in your financial success.

5. Review

We hold annual reviews at a minimum. We will confirm that you are on track with your retirement needs. We will assist you with any changes necessary to assure your financial success in retirement.