Individual Retirement Planning

A good plan is necessary for a good retirement. 

Our process engages the CFP® Board's financial planning process:

1. -Understanding the client's personal and financial circumstances.
2. -Identifying and selecting goals.
3. -Analyzing the client's current course of action and potential alternative course(s) of action.
4. -Developing the financial planning recommendation(s).
5. -Presenting the financial planning recommendation(s).
6. -Implementing the financial planning recommendation(s).
7. -Monitoring progress and updating.

Through this process we are able to better understand our clients. Although this method requires a bit more work from the client and the adviser, it helps to build a better relationship.