Our Process

---

We specialize in using the most tax advantageous, risk-fee retirement wealth strategies that mitigate or eliminate risk and allow your money to grow tax free and be removed tax free when you are ready for retirement.  

4-Steps to a Perfect Retirement Plan

We believe that understanding and defining a client’s needs and objectives, as well as educating them on suitable and appropriate financial alternatives, is the key to successful retirement planning.  

We’ll design a perfect retirement plan for you and your family in four, simple steps:

---

Step 1: Listen To and Understand Your Needs

Every situation is unique so our first step is listening to you.  We want you to feel comfortable with us as we discover your goals and needs in life.  There is no structure to the discussion or time limit.  The pace and topics are dependent upon you.

---

Step 2: Explore Options and Make Recommendations 

We will go over the concepts and ideas that can help you reach and achieve your life goals, while gradually developing a specific plan that will build and protect your wealth.  We make sure that you are educated along the way on the pros and cons of every strategy we present so you can make informed, confident decisions.

---

Step 3: Implement Your Roadmap to Retirement Strategy 

We address any questions you might have and refine the plan as needed.  The plan is finalized; complete with a roadmap to retirement strategy that is tailored towards your specific needs and goals.

---

Step 4: Reviewing Your Plan, Your Current Situation, and Your Results. 

Life happens.  We understand that new challenges or needs come up and that’s why we stay in touch with you to keep your financial strategy current.  We will contact you regularly to make appointments, inform you of other opportunities that may be of interest, and for annual reviews.