The Retirement 360 Blueprint Process
Step 1. Retirement Design
Discuss and gain clarity on your goals, values, interests and concerns
Review your current financial picture
Understand our process/services
Step 2. Review / Mutual Commitment
Observations & Analysis
— Analysis of portfolio, risk, income, tax, legacy
— Identify opportunity & potential pitfalls
— Recommendations specific to your situationDo you want our help & partnership?
— New client set-upStep 3. Implementation
Together, construct and implement details of your dynamic retirement plan
— Income plan
— Investment planStep 4. Ongoing Client Experience
Review plan structure
Review client portals
Schedule advanced planning
— Tax plan
— Health care plan
— Estate planDynamic Retirement Planning
Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.