Our Planning Process can be identified in Five Steps:
- Identify your needs and goals for Retirement and Legacy.
- Analyze and evaluate your current situation for Capital Preservation with respect to Market Protection, Long Term Care, and Legacy Planning.
- Make recommendations and create a Plan of Action which involves Retirement Projections to determine if your current situation and investments are sufficient.
- Provide assistance in implementing the plan that is created.
- Monitor and Revise your Plan through annual [or more frequent] revisions as needed.
There will be NO FEES charged for this Planning Process.