THE 5-STEP RETIREMENT SYSTEM
1
Selecting A Financial Services Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)
2
Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)
3
Retirement planning
4
Solutions & Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)
We use the latest forward-thinking technology using pre-populated forms with e-signature capability making account forms and paperwork easy as can be. We can accommodate you if you want to meet face to face or if you are on the go, we can work with you through the Zoom and the latest technology.
5
Ongoing Relationship
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that include Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather
When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.