THE SUCCESS STAGE

Step 1: The Discovery Stage*

Our first meeting is all about you – your concerns, dilemmas, and ultimate wish list for retirement. A thorough question-and-answer session dedicated solely to you will help us create a solid foundation on which to build our second step in the process. Our job is to listen to you and ask the right questions so we can help you create a customized plan. Be prepared to discuss your overall goals for retirement and answer questions, like:

 

• How much money do you spend each month?
• What is your total monthly income (salary, pension, Social Security, rental income, etc.)?
• How much are you contributing to a savings or retirement account?
• Are you primarily concerned with protecting your wealth or growing your wealth?
• Do you wish to leave an inheritance to your family?
• Are you concerned about the high cost of a nursing home?
• What, if any, major expenses or one-time income sources do you anticipate in the foreseeable future?

 

Step 2: The Retirement Action Plan

Now that we’ve gotten to know you and gathered all the pertinent facts from our initial consultation, we’ll start assembling your unique Retirement Action Plan. This in-depth plan takes into account everything important to you and breaks it down into specific, easy-to-understand pieces. Your customized plan will include solutions for:

 

• Where to best grow your savings.
• Where your retirement income will come from.
• Helping protect your assets for your loved ones and from the potential effects of aging, such as nursing home expenses and long-term care.

 

Step 3: Probability of Success in Retirement

Now comes the best part – we get to meet again and present you with your unique Independent Income System! In it, you can expect to see how you are currently doing versus how we can help you try to do things even better. Also included are a detailed, complimentary analysis of your current portfolio and solutions for potentially better and more efficient performance. We will also address your estate plan at this time and consider the next steps for creating a new one if need be.

 

Step 4: Implementation Stage

If we’ve made it this far, the chances are that we have mutually decided that it makes sense to work together. We’ll make it official and start the process of putting your Independent Income System into play.

 

Step 5: Success Stage

Your Independent Income System is in place! You can have added confidence that we will monitor your plan’s performance and make suggestions as needed to make sure it continues to be as successful as possible. We are here if you need us, and you can plan on meeting with us at a minimum of once a year for a thorough checkup.

 

*Our initial meeting is at no cost or obligation and designed for discussion of what is important to you and your family. We also provide our potential clients a written summary of recommendations so they can make an educated decision on which, if any, services we can help add value to.