Our retirement planning process is designed to create a personal relationship with our clients, taking the time to truly understand their unique personal and financial situation. Just as no two people are alike, we believe no two retirement plans should be, either. We take the time to create customized strategies to achieve our clients’ retirement goals.
When our clients enter retirement, they start what we call “permanent unemployment.” When we are working, we collect a paycheck and we have days off. This is not the case in retirement. We have designed the 365 Retirement Plan to help our clients have a successful retirement outcome every day of the year.
The process includes the following: