Meet with Sierens Financial Group, Inc.

 

The Retirement 360 Blueprint Process

We start with a 15-minute phone call to make sure your situation matches our knowledge and service.

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    Step 1. Retirement Design

    Discuss and gain clarity on your goals, values, interests and concerns
    Review your current financial picture
    Understand our process/services

  • 2

    Step 2. Review / Mutual Commitment

    Observations & Analysis
    — Analysis of portfolio, risk, income, tax, legacy
    — Identify opportunity & potential pitfalls
    — Recommendations specific to your situation
    Do you want our help & partnership?
    — New client set-up

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    Step 3. Implementation

    Together, construct and implement details of your dynamic retirement plan
    — Income plan
    — Investment plan

  • 3

    Step 4. Ongoing Client Experience

    Review plan structure
    Review client portals
    Schedule advanced planning
    — Tax plan
    — Health care plan
    — Estate plan
    Dynamic 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.

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