Our process aims to deliver insights into three vital questions:
1. Will your retirement funds last?2. Are you paying more in taxes & fees than necessary?3. Is your investment portfolio well-suited for your goals?
The responses to these inquiries, along with any other financial concerns you may have, are meticulously documented and provided to you in the form of a personalized Retirement Roadmap.
For individuals who are either retired or nearing retirement and are a good match for our services, there is no initial cost or obligation associated with this process. We are committed to ensuring you have a clear understanding of how we can assist you before you incur any fees or entrust us with your retirement savings.
Before we proceed, a brief 15-minute phone call serves as an opportunity for both parties to ensure that your specific situation aligns with our expertise. Just as you wouldn't consult a podiatrist for brain surgery, we want to ensure that we are the right fit for your financial needs.
In the event that we determine our services are not the best match for your requirements, we are more than willing to introduce you to a firm that is better suited to meet your financial goals.
Providing a prescription without a thorough evaluation and diagnosis would be considered malpractice.
The objective of this meeting is to gain a complete understanding of your objectives, apprehensions, and your distinct financial circumstances.
Your responses to our inquiries, in conjunction with the requested documents you bring, will serve as the foundation for our analysis. This analysis will culminate in clear and comprehensible answers to four pivotal questions.
This is where the real transformation takes place.
Drawing upon decades of experience, thousands of hours of training, and mentorship from the industry's foremost experts, as a team we will address the following critical questions:
Is retirement within your financial reach?Are you paying more in taxes than necessary?Can your investment portfolio be enhanced?Can you mitigate, or at least reduce, potential risks to your retirement?
This is the pivotal moment when everything becomes clear and actionable.
In this meeting, we will provide a straightforward, jargon-free explanation of the precise steps required to reach your financial objectives, including the responses to the four essential questions we posed during our analysis.
It's at this point that you'll witness, in tangible financial terms, how our firm can help enhance your financial situation.
In this meeting, we are dedicated to addressing any inquiries you may have, and if you are prepared, we can initiate the necessary paperwork to onboard you as a client.
Before this meeting, we will have already provided you with a comprehensive overview of the entire process, addressing all your questions and concerns.
*Please be assured that, while we would welcome the opportunity to work with you, we understand that our services may not be the perfect fit for everyone. There is absolutely no pressure or hard-selling tactics; your decision is respected, and we genuinely wish you all the best and every success, regardless of the outcome.
If this process makes sense to you, the next step is to decide if our qualifications meet your needs.