Our Process

A Well-Balanced Process

We carefully balance five steps that comprise your retirement planning process, giving equal weight to each:

ANALYZE

We gather information and carefully evaluate your current personal and financial profile.

PREPARE

We assemble a comprehensive financial program designed to address your specific needs.

DISCUSS

We develop a selection of different strategies and offer recommendations as to which are best suited for you.

APPLY

We implement the strategy that you agree upon.

MONITOR

We remain in contact with you, carefully monitoring your plan’s performance and making adjustments as needed.