• Step 1 – The Discovery Stage

    Our first meeting will be devoted to learning about your goals and collecting data.

  • Step 2 – Analyze Stage

    We now go to work.
    After research and analysis, we will put together your 365 Retirement Plan™ to address top areas of concern, including growth, income, LTC, legacy and estate planning.

  • Step 3 – Recommendation Stage

    During our second meeting, we will review your own 365 Retirement Plan™ to see if you are on track, and also give you our Probability of Success analysis.

  • Step 4 – Implementation Stage

    Implement changes and suggested strategies for a comfortable retirement with added peace of mind.

  • Step 5 – Success and Monitor Stage

    Congratulations! Ongoing review and monitoring of your 365 Retirement Plan™.