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Individual Retirement Planning

A comprehensive plan is necessary for a confident retirement.

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

  • Understanding the client's personal and financial circumstances.
  • Identifying and selecting goals.
  • Analyzing the client's current course of action and potential alternative course(s) of action.
  • Developing the financial planning recommendation(s).
  • Presenting the financial planning recommendation(s).
  • Implementing the financial planning recommendation(s).
  • 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.

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