a holistic approach to retirement planning
It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it did for past generations. With increased market volatility and lower interest rates, generating retirement income can become more complex. Additionally, with the loss of pensions and the rising cost of health care, the burden of retirement falls heavier on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology. Through this planning process, you’ll be confident that we’ve given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
The Five Steps
- Selecting a Financial Services Professional
Step One explains my role as a financial services professional and introduces The New Generation Retirement system.
- Fact and Feeling Finding
Step Two encompasses detailed questions about your financial well-being. This begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.
Step Three incorporates three hallmarks of our company: fiduciary, transparency and technology.
- Recommendations and Implementation
Step Four uses technology to determine if there are parts of your strategy that include creating new accounts or purchasing new financial products. We utilize forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities to make this process as easy as possible.
- Ongoing Relationship
Step Five addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.
The New Generation Retirement System is based on three hallmarks of our company: fiduciary, transparency and technology.
Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering strategies that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. This is visible through a strong foundation of technology.
The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship.