Welcome to our RETIREMENT PLANNING page where you can begin the process of creating a Retirement Plan that fits your unique situation. JUST CLICK on the Green box below and answer the 9 questions. Once done, you may schedule on our calendar for our strategy session where we teach you how to make your retirement plan both efficient and powerful. We are hear to help you during the entire process...
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To have us analyze your quarterly investment statements, please use our
SECURE UPLOAD FEATURE |
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VIDEO EDUCATION - Retirement Plan Creation
Watch these two videos below to see the simple process of creating a personalized Retirement Plan.
Watch these two videos below to see the simple process of creating a personalized Retirement Plan.
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HOW YOU START A RETIREMENT PLAN In this video, we show you how to answer the first nine questions from the ONLINE questionnaire. This may take you perhaps 15 to 20 minutes total.
Items you will need to know are:
Other items that are helpful will be your Quarterly statements from investment accounts. These can be safely uploaded to our SECURE SERVER. We will analyze these for you at no cost to you offering you a professional analysis of performance, risk and fees. |
HOW WE CUSTOMIZE A PLAN FOR YOU In this video, we show you what happens once you submit the initial 9 questions. We then show you how we customize this report to fit your needs.
Keep in mind, many of you, like our clients may have a much more complicated scenario and we can and do assist you in this process. Perhaps you own rental property or plan to travel for a certain period of time. This software can do almost any scenario you have. We have yet to see a scenario we cannot illustrate to be accurate. |
