Retirement is one of the most important times in your life. Realizing a “safe and secure” retirement is an incredibly extensive process that takes years of planning. Even when you are retired, the management of your wealth is still a full-time job! Our process is simple and direct as we review your retirement objectives and goals in order to understand how we can protect your principle using a holistic approach with reasonable rates of return.
During this process, we will ask you the following questions:
- Have you started your retirement plan?
- What types of retirement products do you currently have?
- What is your risk tolerance?
- Are you looking for principle protection or pure investments?
- Do you want to transfer your wealth to your children and grandchildren?
From here, we will build a customized plan based on our key principles.