5-STEP RETIREMENT SYSTEM
Our Core Philosophy is Prosperous and safe Growth.
To often, investors feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself. We are here to help, we are your advocates.
We believe in the philosophy that the patient, steady, disciplined and low-cost path with proven strategies will serve your needs better than a lifetime of risk, volatility, chasing fads, and second-guessing.
Our system utilizes a five-step system that’s guided by three hallmarks of our company: education, trust and transparency.
Step One clarifies our role as a financial services professionals and introduces and explains our planning services.(Takes place in 1st Appointment)
Step Two encompasses thought-provoking questions about your financial situation, goals and aspirations. It includes a risk analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal analysis and proposal presentation that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)
Step Four incorporates research and solutions based on careful consideration of your asset allocation, risk tolerance, 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.
Step Five addresses long-term client engagement and five-star service by providing you with client engagement that includes review meetings, webinars, and workshops. We treat you like family because you are..
THREE HALLMARKS OF OUR SYSTEM
Along with a holistic simple 5 step approach to retirement planning, Wealth Concepts Group ensures successful execution of your retirement planning through our three hallmarks of this system.
We see our role as educators as much as advisors. Our goal is to help clients clarify the diverse options available to them and understand the benefits and drawbacks of the various approaches in order to make informed decisions. Retirement should not be entered into blind. Careful consideration of your goals and needs should lead the decision-making process.