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.

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.

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.

At Mission Critical Financial Planning International, our financial advisors deliver tailored financial advice and strategic plans to help motivated families obtain peace of mind and achieve their retirement and investment goals.

Contact

Mission Critical FPI
Mobile: (757) 349-1040

Virginia Beach
249 Central Park Avenue
Ste 300-216
Virginia Beach, VA 23462

J.Geraci@MissionCriticalFPI.com

Disclosures

DISCLOSURES:
Securities offered through Ausdal Financial Partners, Inc.
Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 563‐326‐2064.

Securities and advisory services offered through
Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd.,
Davenport, IA 52807. 563‐326‐2064.

Mission Critical FPI and Ausdal Financial Partners, Inc. are separately owned and operated.

Check the background of this investment professional on FINRA’s BrokerCheck.

Ausdal CRS Form

AUSDAL: www.ausdal.com

HOW TO BUILD A RETIREMENT SAFETY NET

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