Process

A strong planning process is the best way to create a strong, flexible retirement plan.

With these goals in mind, the first step in building a comprehensive retirement plan is to assess total financial planning needs. This involves a consideration of important milestones such as date of retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that best address his or her retirement needs.

This goal-based retirement plan approach is designed to help:

  • Define customized short- and long-term goals that ensure suitable financial products and services are chosen
  • Identify roadblocks or gaps that might impact the retirement planning strategy
  • Continually monitor the plan to ensure it meets changing needs and circumstances

Contact us today to find out more about my retirement planning process and learn how a sound retirement plan can help you pursue your goals.

What is Retirement Planning?
Retirement planning is about more than preparing for for your impending retirement. It’s about working towards achieving short- and long-term goals, and helping protect the most important things in life so that you can have what you want and need when retirement arrives.

A strong plan is developed in collaboration with a financial planner, and includes a balance of products that is flexible enough to meet changing needs across a client’s personal and professional life.

Find Your Fit

Name
Email
Phone
Question
Thank you!
Oops!