Our Process

ourapproach

  1. Learning Lounge®In the Learning Lounge you will learn who we are as a company, what we do, and how we do it. We introduce some of the strategies and products used to build your retirement plan.
  2. Listening/Orientation Appointment. Listening is the first and most important step in designing a strategy that can help accomplish your goals. We’re paying attention not only to what you say, but to how you feel. This can be a tough process! However, it is absolutely vital to designing a plan that reflects your needs and desires. It’s about you your life your way.
  3. Organize. We review your goals and concerns, and begin to discuss different strategy options.
  4. Strategize. We refine and customize strategies to fit your needs.
  5. Educate. We educate you on the pros and cons of the strategies and products we will use.
  6. We follow through with every strategy. We are never completely “finished” with a client. Your life circumstances and goals may change, and the opportunities to meet your goals may change as well. We are here throughout your retirement to make adjustments, answer your questions, and help you with everyday servicing of your retirement savings products. This includes regular informational and social events, as well as annual financial reviews.