PHASE 1: Retirement Blueprint Development™
PHASE 2: Retirement Blueprint Management™
Your Retirement Blueprint Reassessments and Retirement Bucket Reviews provide you with the step-by-step missing structure and disciplined support system you need to maintain your financial confidence in all economic environments so you can live the life you’ve earned.
- Pre-scheduled Reviews to Assess Impact of Changes:
- Your Priorities
- Life Events
- Markets
- Tax Laws
- Inflation
- Retirement Bucket™ Management
- Investment Discipline/Risk Maintenance
- Tax Efficiency Management
- Cash Flow Management
- Risk Management
- Gifting Strategy