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We can begin sharpening your Family Focus Page before we meet.
In the process of building your portfolio, we hold every investment up to a proven criteria model called our 4-legged stool.
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If you're already familiar with the Financial Enhancement Process, and you're ready to engage, here is some information to help you prepare for an initial meeting.
The Phases of Retirement Planning
Where Are You in Life?
The timeline of retirement planning moves through three financial phases, each of which is distinctly different, with its own challenges and opportunities.
The early stages of a retirement plan—when, together with your Financial Enhancement Group advisor, we make decisions to build account growth and momentum.
The momentum tipping point—when the assets in your portfolio are worth more and, therefore, working harder than the amount of money you're saving.
Where the rubber hits the road—when you move into retirement and begin drawing on your investment accounts. This is what you've planned for. And, yet, ironically, this is when most financial planning firms pull up short.
Why? Because distribution is unique to the individual and heavily impacted by both market volatility and taxation. It's highly personal. Our ability to manage the money in-house, combined with our personnel depth and team-dynamic structure allows us to serve you well in this phase.