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Retired Silent Generation
76+
What we’ll focus on: Legacy and charitable planning

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Retired Baby Boomers
65-75
What we’ll focus on: Not outliving retirement savings

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Pre-retired Baby Boomers
57-64
What we’ll focus on: Transitioning from accumulating to distributing

 
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Pre-retired Generation X
41-56
What we’ll focus on: Accumulating wealth and defining retirement

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Pre-retired Millennials
25-40
What we’ll focus on: income development, savings, and planning

 

 

Qualities of our CLIENTS

  • Someone who has the desire to improve their financial situation

  • Someone who is genuine

  • Someone who is willing to work to reach their goals

  • Someone who is passionate

  • Someone who has integrity

  • Someone who is open to coaching from a financial professional

 

CLIENT JOURNEY

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Your Journey Begins

We will review your expectations and explain the “Client Experience Journey.”


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THE DISCOVERY PROCESS

What do you want to achieve? What are your goals? What are your family values and legacy plans? What is your current financial situation and risk tolerance?


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STRATEGY FORMULATION AND ANALYSIS

We'll review your current financial situation. Based on the information provided, we will begin developing strategies to help you achieve your goals.


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PROPOSED RECOMMENDATIONS AND IMPLEMENTATION

We will present potential strategies to help you achieve your goals. Once we determine the strategies to help reach your goals, we will implement the solutions.


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CHECK POINT REVIEWS

Through careful monitoring and through a disciplined approach; we will schedule periodic meetings to ensure you remain on the right path to achieve your goals.