During our initial completely complementary, with no obligation financial review the focus is on sharing more about each other, finding out the specific reasons behind you visiting with us seeking our guidance or a second opinion and openly discuss what’s on your mind. Following that, we will conduct a fact finding evaluation process where we review lifestyle issues, retirement desires and plans as well as your overall financial situation. This would consist of a risk assessment analysis as through our extensive knowledge and experience, our trained eye will be able to identify potential exposures threatening your retirement savings. At the end of this meeting, we’ll share our findings, discuss those findings with you in order to learn about your level of concern. Finally we’ll discuss possible conceptual avenues should we be able to improve your current situation. Should our evaluation indicate that your retirement plan consists of harmful exposures, we would discuss ways of potentially finding a solution removing these issues. If you wish to proceed having us go to work for you, we would schedule a second meeting in order to take another step towards providing a much improved retirement life style and financial peace of mind. Between now and our final meeting, you will be kept abreast on a weekly basis regarding the status of the process establishing your new strategy.
Illustration & Implementation
During our second evaluation, we would re-cap your current overall situation, summarize your present exposures, risks and limitations as well as your current strategies. We would then present to you the outcome of our extensive research and analysis conducted and prepared since we first met, carefully dissecting and comparing your current strategy and retirement strategy versus the adjusted and improved one going forward. Our sophisticated and user friendly approach will strategically provide you with a completely customized strategy to suit your vision while meeting your objectives, addressing unnecessary concerns and building a more solid foundation for your retirement you always wanted to have. Throughout this process, we will answer all your questions, offer numerous supporting documents in order for you to more easily grasp the overall benefits our strategies will be able to provide you. We want you to feel completely comfortable with the process, the potential adjustments made with your new strategies, and with us becoming your trusted long-term partner. We want you to feel at ease and sense the forthcoming peace of mind your new strategy will offer you. At the end of this meeting, we will execute and implement the necessary steps and paperwork required in order to move forward towards finding the solution for all your concerns you initially approach us with.
Receiving Your Retirement Plan Accounts
Once all adjustments, funds transfer and bureaucracy hurdles have been completed and your new retirement strategy is finalized, a third meeting will be set up. During this meeting we’ll carefully review the previous concerns, steps and implementations of your new retirement strategy benefits and any limitations. Everything discussed in our two initial meetings will now be presented in the form of a final product; your new and complete retirement strategy design to offer protection, performance and financial peace of mind. We will provide you with all your new contract information as well as explaining the logistics relating to future index allocations, income planning, concepts tax planning, strategies survivorship and IRA distribution planning, among many other areas covered. Finally, we’ll provide information for your registration and online access for each of your new accounts. All your questions will once again be answered.
Once you have become a client of Assured Retirement Solutions, our long term professional relationship has just begun. Being your trusted local financial professional, we have a close relationship with our large family of clients and stay in touch through various market updates, newsletters, online resources and client appreciation get together. Once a year at a very minimum we’ll review your current finanical strategy in order to make any potential appropriate changes. Our firm is here for you day in and day out. Any changes in regards to your financial affairs, beneficiary changes, additional deposits, , withdrawals, income payouts, estate planning or survivorship issues, or if you wish to share your new plan with your friends and family, - we’re only a phone call away! Or, feel free to stop by our office. Finally, our commitment is to always put your interests first and do our very best to help ensure that your assets are protected, your assets are performing and we're committed to treating and protecting our clients like family. Rediscover what it means to have that confidence, trust, integrity and financial peace of mind again. Call us today for a, no-obligation financial review session. Call: (863) 294-7100 or click below to contact us today.