Our Process

Six Steps To A Confident Retirement

01 | Discovery Meeting (Over the phone)

We begin with a warm conversation to understand your goals, values, and current financial picture. This meeting sets the tone for a collaborative relationship and helps us determine if we’re the right fit to support your journey.

02 | Exploration & Evaluation

Our team reviews your financial documents and dives deeper into your situation. We assess key areas such as retirement sustainability, tax efficiency, and risk exposure—all through the lens of your personal goals.

03 | Strategy Development

Behind the scenes, we craft a personalized financial roadmap. This includes tailored recommendations and strategies designed to help you move confidently toward your goals using insurance and annuity products.

04 | Strategy Session (In-person office visit)

We present your strategy in a clear, easy-to-understand format. You’ll see how each recommendation fits into your broader financial picture, with plenty of time to ask questions and consider your options.

05 | Implementation & Coordination

Once you’re ready, we begin putting your strategy into action.

06 | Monitor & Review

Preparing for retirement is not a one-time event. We’ll meet regularly to review progress, adjust strategies as needed, and ensure your strategy continues to align with your evolving goals.