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.

  • 1

    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

  • chart

    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

Ready to talk?

Book a call with us