New Generation Retirement Planning Process
It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it has for generations past. From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Retirees than it ever has before. But you don’t have to carry it alone.
“New Generation Retirement Planning” is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – stewardship, transparency and technology.
Together, we will traverse five important steps in the “New Generation Retirement Planning” process, where you will explore key areas that are fundamental to successful retirement planning. You will be confident knowing that you have given careful consideration to risk exposure, income planning, legacy planning and tax strategies.
Let us craft a plan uniquely suited to help you thrive in this new generation of retirement. For a free retirement planning guide.
5 STEP RETIREMENT PLANNING PROCESS
5 - STAR SERVICE
With a focus on a new generation of retirees, our company uses the “New Generation Retirement Planning” process, which is based on three hallmarks of successful retirement planning: Stewardship, Transparency and Technology.
Finding a trusted advisor is one of the most important elements of planning your retirement. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report are easily accessible to you. Not only does this allow us to track the evolution of your plan and make any necessary adjustments to it along the way, but you can always see we are acting in your best interest. Our commitment to transparency is visible through a strong foundation of technology.
We think the challenges you face in retirement today are more complex than those faced by any other generation, but the right technology can make managing and organizing your retirement an easier process.
Our office utilizes Generational Vault®, which is a proprietary online portal accessible through our website. It contains the necessary tools to help make decisions appropriate for you and your retirement. It also serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship.