Discovery, .
Why We Take A Wholistic Approach
There are several realities, or as we like to call them ducks, that affect your retirement. If left unchecked, some can completely derail even a great nest egg.
It is our mission to educate and help individuals take a wholistic approach in retirement planning to ensure you reach your Great Adventure goals.
So...What Ducks Should I Get In Line?
Take The Next Step Towards Your Great Adventure
Our wholistic approach analyzes all the realities (aka ducks) that affect retirement to ensure all your retirement ducks are in a row.
Design
Now that we understand where you currently are and where you want to be in the future, we can begin our work in developing your Great Adventure Retirement Roadmap to see what ducks may be out of line.
More About The RoadmapDeploy
Together we will review your roadmap results. During this time we will work together, answer questions and provide you with the knowledge to be confident in your planning. If adjustments are needed to reach your Great Adventure goals we will help you get your ducks in a row.
Monitor
Sometimes things change and ducks may wander out of line. This is why we consistently monitor your plan to ensure you are on track.
Are you wondering...
When Can I Retire Without Running Out of Money?
When Should I claim Social Security?
How will economic Challenges affect my Portfolio?
What if I need Long Term Care or Pass Away?
Discovery
Together we analyze, review and discuss your goals and detailed information. Once we understand where you currently are and where you want to be in the future, we can begin work to develop a comprehensive plan that best fits your needs.
Design
In this step of the process we present your personalized plan, listen to any concerns you may have and answer any questions before you decide how you would like to move forward. We use this planning process for Retirement, Medicare, Wealth Management, Estate, Long Term Care, Business, Risk Management and Life Insurance.
Deploy
After you choose the option that is the right solution for you, we begin to execute your plan. By working together, we help provide you with the knowledge for you to be confident in your planning and your future.
Monitor
We meet periodically to review your current plan and coverage, address additional needs and review changes. Our goal is to ensure you receive the personalized attention you deserve and need for your always evolving life.