Retirement Planning
Our office offers a no fee financial plan for all of our clients.
Successful planning for retirement includes both the accumulation of wealth and the withdrawal phase during retirement years.
The elements of a good financial plan include:
Fundamental Financial Planning Practices
Financial Management
Asset Management
Risk Management
Tax Planning
Retirement Planning
Estate Planning
Beginning the Plan…
We use the six-step financial planning process established by the Financial Planners Standards Council which includes:
1. Establish Engagement
2. Gather client data and determine retirement goals and expectations.
3. Clarify retirement goals and identify objectives
4. Develop and present the retirement plan
5. Implement the retirement plan
6. Monitor the retirement plan