Our Process

Become Acquainted With A Team That Cares

We believe that a great financial plan begins with a great relationship. During our Relationship Visit, we strive to better understand who you are, what your goals are, and why they matter to you.

To Reach Your Destination, You Must First Know Where You Stand

Our portfolio diagnostic is designed to determine if your current portfolio is in alignment with your goals for your life. This includes an in-depth examination and analysis of your asset location & allocation strategies, your diversification and/or over-concentration in specific market sectors, your individual capacity to take on market risk, the maximum potential losses your current portfolio could experience, your sources of secure income in retirement, and the associated fees and costs for maintaining your current portfolio.

Each RetireSHIELD™ Is Highly Customized To Your Unique Goals, Needs, and Desires.

During our relationship visit we became acquainted with you, the person, your desires and needs.

During our diagnostic visit we analyzed and revealed how your current plan may be helping-or-hurting your chances to live the retirement you deserve.

Your custom tailored RetireSHIELD™ plan is designed with your lifestyle at the forefront to ensure that you your retirement funds are in complete alignment with your desires and properly positioned to meet and exceed your stated goals and objectives.

Consider Yourself Shielded

With your custom RetireSHIELD™ plan in hand, we move forward with seamless implementation. This step involves executing the recommended strategies, such as reallocating assets, optimizing tax efficiencies, and integrating secure income streams, all while minimizing disruptions to your current lifestyle. Our team handles the details to ensure your portfolio is fully shielded against market volatility and aligned for long-term success.

Proactive Guidance to Remain on Track

Retirement planning isn’t a one-time event—it’s an ongoing journey. Through our Continual Care & Monitoring, we provide regular reviews, performance updates, and adjustments to your RetireSHIELD™ plan in response to life changes, market shifts, or evolving goals. This proactive approach ensures your financial shield remains strong, helping you stay confident and on course toward the retirement you’ve envisioned.