Our process
How it works
We follow a disciplined process to ensure we cover every detail of your financial life. This creates a clear path from where you are today to where you want to be.
Step 1.
Selecting a Financial Services Professional
Selecting a financial services professional can be one of the most important decisions you'll make about your retirement, and it begins by knowing what to look for when making a selection. We offer a wealth of knowledge and will always act to best serve you. Your unique goals and objectives are the focal point of our process, and we work with strategic partners who also understand and embrace this concept.
Step 1.
Selecting a Financial Services Professional
Selecting a financial services professional can be one of the most important decisions you'll make about your retirement, and it begins by knowing what to look for when making a selection. We offer a wealth of knowledge and will always act to best serve you. Your unique goals and objectives are the focal point of our process, and we work with strategic partners who also understand and embrace this concept.
Step 1.
Selecting a Financial Services Professional
Selecting a financial services professional can be one of the most important decisions you'll make about your retirement, and it begins by knowing what to look for when making a selection. We offer a wealth of knowledge and will always act to best serve you. Your unique goals and objectives are the focal point of our process, and we work with strategic partners who also understand and embrace this concept.
Step 2.
Fact and Feeling Finding
Step Two starts with you — your goals and objectives, your feelings, and the facts about your current situation. We use a progressive process of fact and feeling finding that begins with the Color of Money Risk Analysis and Strategy Assessment®. These dynamic, online questionnaires help you organize your financial life and provide you with insight into where you are now.
Step 2.
Fact and Feeling Finding
Step Two starts with you — your goals and objectives, your feelings, and the facts about your current situation. We use a progressive process of fact and feeling finding that begins with the Color of Money Risk Analysis and Strategy Assessment®. These dynamic, online questionnaires help you organize your financial life and provide you with insight into where you are now.
Step 2.
Fact and Feeling Finding
Step Two starts with you — your goals and objectives, your feelings, and the facts about your current situation. We use a progressive process of fact and feeling finding that begins with the Color of Money Risk Analysis and Strategy Assessment®. These dynamic, online questionnaires help you organize your financial life and provide you with insight into where you are now.
Step 3.
Strategy
Step Three will help arm you with a deep understanding of your goals and objectives. Together, we'll craft a retirement strategy based on your goals. Specifically, we'll explore your risk tolerance, income planning, asset maximization, legacy planning, and tax strategies. You'll have a written road map that will always be accessible to you in your Generational Vault account.
Step 3.
Strategy
Step Three will help arm you with a deep understanding of your goals and objectives. Together, we'll craft a retirement strategy based on your goals. Specifically, we'll explore your risk tolerance, income planning, asset maximization, legacy planning, and tax strategies. You'll have a written road map that will always be accessible to you in your Generational Vault account.
Step 3.
Strategy
Step Three will help arm you with a deep understanding of your goals and objectives. Together, we'll craft a retirement strategy based on your goals. Specifically, we'll explore your risk tolerance, income planning, asset maximization, legacy planning, and tax strategies. You'll have a written road map that will always be accessible to you in your Generational Vault account.
Step 4.
Recommendations and Implementation
Step Four uses forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to streamline this process for signatures and submission. For any potential product solution you might consider, you'll be provided with any relevant company or product brochure, explanation, or illustration
Step 4.
Recommendations and Implementation
Step Four uses forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to streamline this process for signatures and submission. For any potential product solution you might consider, you'll be provided with any relevant company or product brochure, explanation, or illustration
Step 4.
Recommendations and Implementation
Step Four uses forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to streamline this process for signatures and submission. For any potential product solution you might consider, you'll be provided with any relevant company or product brochure, explanation, or illustration
Step 5.
Ongoing Relationship
Step Five addresses our ongoing relationship. Adjustments or new product selections will be made with life changes or desired modifications. Together, refinements can be made so that we continuously work toward your long-term retirement goals and objectives. We're a firm that believes in engaging with you for your long-term success.
Step 5.
Ongoing Relationship
Step Five addresses our ongoing relationship. Adjustments or new product selections will be made with life changes or desired modifications. Together, refinements can be made so that we continuously work toward your long-term retirement goals and objectives. We're a firm that believes in engaging with you for your long-term success.
Step 5.
Ongoing Relationship
Step Five addresses our ongoing relationship. Adjustments or new product selections will be made with life changes or desired modifications. Together, refinements can be made so that we continuously work toward your long-term retirement goals and objectives. We're a firm that believes in engaging with you for your long-term success.
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