Our Process – The Three “R’s”
We believe that whether your retired, close to retirement, or years away, everyone should review their financial situation to determine if their retirement is on track. If it’s collaboration on income tax, distribution strategies, or making sure you’re saving enough to achieve your retirement goals, retirement readiness is an essential part of our planning process.
By completing a full financial review, we can help you understand what you own in your retirement portfolio. Specifically, are your investments and products accomplishing your retirement readiness goal? Understanding what you own and why you own it is essential to be comfortable in both pre-and post-retirement.
Are you getting the best results from your retirement portfolio? We strive to empower our clients to have a full understanding of their financial goals and the solutions to achieve those goals. With our long-term investment strategy, we guide our clients not to chase trends or overreact to financial markets, but rather assist our clients to maximize the upside while protecting the downside of market fluctuations. After completing our process, you will feel more confident in your ability to enjoy a long stable retirement.
Jim and Steve work as a team. They have been partners for over 15 years, most recently at Securian Financial Group as Retirement Income Advisors. With their combined 50 years of experience and with the assistance of qualified attorneys, accountants, and property and casualty experts, they believe they can provide you with all the necessary tools to assist you with your retirement readiness.
Our team’s goal is to make sure you not only understand your retirement needs and goals, but also to ensure you are confident in your retirement plan. To provide you with those results, they provide the following services (but not limited to):
- Financial Planning
- Investment Planning
- Tax efficient distribution planning
- College Funding
- Legacy Planning
- Asset Protection and Risk Management