Our Process

Planning for retirement, taking distributions, or rolling over retirement funds should all be informed decisions, so you don’t end up with unanticipated financial obligations. Our advice aims to help clients understand their choices and improve their retirement planning.

We want to work together with you as we create a retirement income plan, and that work begins with a thorough understanding of your concerns, priorities, and dreams for the future. Sitting down and really getting to know you is at the top of our list. We’ll ask you for a lot of information—and listen carefully to your answers.

When you meet with us, here’s what you can expect:

Together we discuss your financial and retirement goals and how best to pursue them.

We evaluate your current retirement picture and work toward creating a diversified portfolio that takes advantage of a wide range of investment opportunities.

It’s important for you to understand and be comfortable with our recommendations. Once you decide which strategies and investments work for your particular needs, we strategically put the plan into action.

We closely monitor and evaluate your asset allocation strategy, schedule regular meetings to discuss your plan’s performance, and make changes, as needed, to help you stay on track.

Contact Us to schedule a no-obligation consultation to determine if we are the right fit for your retirement planning needs.