Our Process

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Data Collection

We start by collecting all your financial data about your income, expenses, assets, liabilities, and insurance coverage. Then, we work with you to determine your priorities, goals, and how you see your lifestyle in retirement.

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Financial Plan Development

We take advantage of advanced financial software to assess risk and develop personalized financial plans. Our cutting-edge technology allows us to strategize, project, and plan using mathematical assumptions to provide you with the information you need to make informed decisions. We take extra care to minimize longevity risk and sequence of returns risk with alternative strategies that many financial advisors don’t fully utilize. Our recommendations are based on logic, but we also consider your emotions and personal priorities.

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Financial Plan Implementation

How you implement a financial plan is just as important as how you create it. We strive to make the process as smooth and easy as possible for our clients. We handle all the paperwork and logistics and regularly review your plan to ensure it aligns with your changing needs, goals, and investment horizon, as well as changing financial rules and regulations. Your job is to keep us informed of any life changes and work together to make sure we’re meeting your needs.

Jeff Geraci

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HOW TO BUILD A RETIREMENT SAFETY NET

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