Retired Silent Generation
76+
What we’ll focus on: Legacy and charitable planning
Retired Baby Boomers
65-75
What we’ll focus on: Not outliving retirement savings
Pre-retired Baby Boomers
57-64
What we’ll focus on: Transitioning from accumulating to distributing
Pre-retired Generation X
41-56
What we’ll focus on: Accumulating wealth and defining retirement
Pre-retired Millennials
25-40
What we’ll focus on: income development, savings, and planning
Qualities of our CLIENTS
Someone who has the desire to improve their financial situation
Someone who is genuine
Someone who is willing to work to reach their goals
Someone who is passionate
Someone who has integrity
Someone who is open to coaching from a financial professional
CLIENT JOURNEY
Your Journey Begins
We will review your expectations and explain the “Client Experience Journey.”
THE DISCOVERY PROCESS
What do you want to achieve? What are your goals? What are your family values and legacy plans? What is your current financial situation and risk tolerance?
STRATEGY FORMULATION AND ANALYSIS
We'll review your current financial situation. Based on the information provided, we will begin developing strategies to help you achieve your goals.
PROPOSED RECOMMENDATIONS AND IMPLEMENTATION
We will present potential strategies to help you achieve your goals. Once we determine the strategies to help reach your goals, we will implement the solutions.
CHECK POINT REVIEWS
Through careful monitoring and through a disciplined approach; we will schedule periodic meetings to ensure you remain on the right path to achieve your goals.