First, we listen, to find out what is most important to you, and then begin to build your plan based on your specific needs. We start by making sure that your basic income needs are taken care of. From there we focus on your wants and wishes. Kevin in addition to being a RICP® Retirement Income Certified Professional, is also a CSSCS. Certified Social Security Claiming Strategies. This means that we look at your SS claiming more as a percentage of your income in retirement vrs just a break even approach. and in a lot more detail Big Difference, especially to couples.
We use state of the art technologies like Riskalyze, SS Optimization as well as Tax Clarity to list a few.
We have advisory fee only plans available as well as hybrid fee-and brokerage or annuity plans available. We don’t want our clients to be without what they need so we take the time, money and energy to offer everything we can.
1: SCHEDULE A VISIT
Stop in for a cup of coffee. We can get to know each other and see if you want to learn more.
2: BLUEPRINT MEETING
We’ll discuss your dreams and why they are important to you. We’ll then begin assembling your strategy to help achieve them. This step includes a free portfolio review.
3: STRATEGY DELIVERY
You’ll receive your custom-built retirement strategy and we’ll start moving you closer to your goals.