Ready to Reimagine Your Retirement?
1. CONNECT
Our connection visit with you helps us understand where you are and where you want to go. We want to learn about what your vision of retirement is or how you plan to spend your time in retirement. We also want to hear what your biggest concerns are and talk about what you have done so far to plan for retirement. As we connect, we can determine if our customized retirement planning process can add value to your current situation.
2. STRATEGIZE
Developing strategies that can help maximize your retirement savings includes analyzing some key aspects of your portfolio. We will assess your investment risk, fees, Social Security benefits, potential tax-saving strategies and more. After we strategize about what needs to be done to build your retirement plan, we can make a mutual decision about whether to continue planning your retirement together.
3. PLAN
Together, we will work on a strategy for each of the six components of retiring and incorporate them into your plan. The organization and transparency of this written plan can help guide you confidently to and through retirement and ease the anxiety you may have about this transition. The plan can be updated if your retirement vision or life circumstances change. Our goal is to help you work towards your ideal retirement.
4. CLIENT EXPERIENCE
During this visit, we will wrap up our planning phase and navigate to our onboarding/review phase. Here, we will allocate assets, help you register for online access, introduce strategic partners (i.e., CPA, estate planning attorney), answer any questions you may have and schedule out your next review appointment.
Check Out Our Additional Services
Insurance products are offered through the insurance business Independent Wealth Management & Insurance Services. Independent Wealth Management & Insurance Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Independent Wealth Management & Insurance Services are not subject to investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.