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Family

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Recreation

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Prosperity

Prepare for the road ahead

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. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck