The SECURiMENT™ Retirement Success Method is a comprehensive retirement planning framework that helps you make informed and effective financial decisions so you can feel good about your future!

Our proprietary approach creates a simple path forward that encompasses safety, creates simplicity and, most of all, helps you operate from a position of STRENGTH with regards to your financial future.

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#1

Dream 

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Discuss your situation, values, dreams & goals

Identify SECURiMENT gap if there is one

Clarify WHO we are, WHAT we do, HOW we are compensated

#2

Plan

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Conduct a thorough review of your current financial resources

Deliver tangible steps forward with a complete action plan

Observe FIDUCIARY standard at all times

#3

Act

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Create comfortable environment for you to move changes if necessary

Communicate clearly during implementation process

Identify additional professionals needed for advanced planning

#4

Monitor

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Monitor the progress of your plan as your life changes

Quarterly reviews of investment strategies

Consider opportunities to reduce taxes 

#5

Breathe

Having a good financial plan is for the bad times. When disaster strikes, when stock markets crash and when fear rules the day. The preparations made in good times will help you weather the storm when times aren’t so pleasant! This is corny but I’m corny. The SECURiMENT™ retirement success method does the heavy lifting for you! You don’t have to “bulk up” to have STRENGTH in retirement!

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