What to Expect

We’d love to hear your story. Let us invest some time in you, with a complimentary 45-minute meeting to get you started. We’re interested in learning about what brought you to us, what you’re excited about and what you’re worried about. You’ll also learn about us and the strategies we use to help retirees and pre-retirees just like you. If it’s a great fit and we all feel good about working together, you’ll decide how you want to move forward. If you need more time to think about it, we’ll still call it a success and remain friends.

Have a question about What to Expect? Contact us now.

As you think more about what type of guidance you might need, you’ll be able to choose from:

• A 21 point checklist process, which looks at a broad range of items that could impact your retirement years: powers of attorney, identity theft, umbrella insurance, account fees, investment diversification, and asset titling to name a few.
• A comprehensive financial planning process, which is a deeper dive into income planning, investment portfolio structure, healthcare planning and tax strategies.
• A focus on our investment management expertise, where we can provide feedback on your current portfolio risk structure and fees, using objective third-party software, and give you recommendations on how to structure your portfolio for retirement income needs.
• A focus on our insurance solutions, using our independent licensed insurance agents who can help you with long term care planning, medicare planning, life or disability insurance.

Once you’ve had a chance to decide where the best fit is, we provide you with the relevant “homework” of gathering some documents and data for us, and we move forward to complete your project.

After we’ve provided you with the results of our analysis, we’ll guide you through your decision-making process, recognizing your need to know the pro’s and con’s of various solutions. There is no black and white, right or wrong answer in retirement planning or investment decisions. It’s always a matter of finding the right fit for you and your family.

And truly, we are all in this together, and we believe in building long lasting relationships with you, as a client. We want to be that resource that gives you a guiding hand, a word of encouragement or an ear to just listen. We know there will be unexpected obstacles in your retirement journey, but we’re there every step of the way, for you and your loved ones. So you can relax and enjoy the journey!

Call Us at (865) 622-2162