Our 4 step process brings your picture into view.
The retirement transition process begins with two fundamental questions:
First, do you want professional help? And second, what type of financial professional or firm is best-suited for your values and goals? This initiates the process and creates a purpose for your long-term focus and planning. There are important considerations to be made when choosing a financial professional to work with:
- Are they independent
- Are they held to a fiduciary standard
- Do they have experience in working with clients like yourself
- Do they have an investment philosophy that matches your values
To develop a financial strategy for your future, it’s important for your financial professional to see a complete 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. That is why we break it down into four straight-forward components we call the core four. By working together, we develop a clear process that helps lead to a confident financial future.