Your Customized Retirement

Our Process to Your Success

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Our process to help you evaluate our tax planning, investment management and income planning services and make an informed decision on partnering together to help you:

Reduce what you pay to the IRS and keep your hard-earned retirement savings

Maximize your retirement income without worrying about your future

Enjoy life today & be financially confident about your tomorrow

The Retirement 360 Blueprint Process

We start with a 15-minute phone call to make sure your situation matches our expertise

  • 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. Strategy Meeting / Mutual Commitment

    Financial Action Checklist
    Identify opportunities
    Discuss potential pitfalls
    Tax, income, investment & legacy strategies
    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

Ready to talk?

With You Through Life’s Changes - Our Ongoing Commitment


Solve. Collaborating a path forward
Maintain. Keeping you on track
Improve. Optimizing your wealth
Protect. Avoiding potential pitfalls

Ready to talk?

Frequently Asked Questions (FAQs):

Ready to talk? Book a call with us.

We’re looking forward to getting to know you!

Or, if you aren’t quite ready to schedule a phone call, that’s OK! Please do one — or all — of the following to stay in touch: