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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