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.
Discuss your situation, values, dreams & goals
Identify SECURiMENT gap if there is one
Clarify WHO we are, WHAT we do, HOW we are compensated
Conduct a thorough review of your current financial resources
Deliver tangible steps forward with a complete action plan
Observe FIDUCIARY standard at all times
Create comfortable environment for you to move changes if necessary
Communicate clearly during implementation process
Identify additional professionals needed for advanced planning
Monitor the progress of your plan as your life changes
Quarterly reviews of investment strategies
Consider opportunities to reduce taxes
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!