The Backbone of Your SECURiMENT™ Retirement Success Plan
The SECURiMENT™ Team
Tax reducing strategies
Social Security Maximization
Investment asset management
Life and long term planning
Financial Independence Group has serviced the independent financial professional space for over 40 years with solutions that retirees sleep at night.
Brookstone Capital Management supports independent advisors and has $2.9 Billion under management as of December 30, 2019
Low volatility methods
Thematic investing Structured Notes
The insurance and financial management firms Retirement Info Chicago partners with serves as the backbone to your SECURiMENT™ protection. As your personal investment advisory representative, Retirement Info Chicago is hyper-vigilant about protecting AND growing your money productively. As Investment Advisor Representatives, we are obligated under law to operate in your best interest. Everything we do centers around the selection of the strongest resources to help you make informed decisions with one goal in mind. So you feel good about your financial future!
SAFETY | SIMPLICITY | STRENGTH
The SECURiMENT™ Method
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! This 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.
STEP 1: DREAM
Discuss current life situation, values, dreams, clarify goals
Identify strengths, opportunities and a SECURiMENT gap if there is one
Clarify WHO we are, WHAT we do, HOW we are paid
STEP 2: PLAN
Provide diligent review of current financial resources
Deliver tangible steps forward with a comprehensive action plan
Observe FIDUCIARY standard at all times
STEP 3: ACT
Create comfortable environment for taking action
Communicate clearly during implementation process
Identify additional professionals needed for advanced planning
STEP 4: MONITOR
Consistent monitoring of plan and life changes
Quarterly reviews of investment strategies
Consider yearly opportunities to reduce taxes
STEP 5: BREATHE
Having a STRONG 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 you don’t have to bulk up to have STRENGTH in retirement.
SECURiMENT™ will do the heavy lifting for you!
Told you it was corny!