Investor Access
 
Client Experience

What does retirement have in store for you?


Retirement. It’s a word that means many different things to many different people. But our job is to find out specifically what it means to you. To help, we use a comprehensive seven-step retirement interview process to learn what you want to do, when you want to do it, and with what assets you’ll finance it.


Step 1 – set the meeting
Step 2 – identify all retirement accounts
Step 3 – identify distribution options and restrictions on each account
Step 4 – conduct a retirement needs analysis
Step 5 – gather information
Step 6 – summarize and prioritize issues
Step 7 – set the next steps