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Get to your retirement destination with confidence.

If you want to take control of your financial life, the Retirement Flight Plan may be just what you need.

Take Control of Your Financial Life with The Retirement Flight Plan

You need not look far to see we live in a world of chaos and confusion. The Retirement Flight Plan aims to provide “impeccable order” to your retirement by addressing five key areas:

  • Income Planning

  • Investments

  • Tax Planning

  • Health Care Planning

  • Legacy Planning

We design each Flight Plan as a framework to guide you for the rest of your life — and even help simplify things for loved ones after you pass.

How the Retirement Flight Plan Process Works

First Visit (45 – 60 minutes)

We’ll sit down to discuss what you are hoping to accomplish. Then, we will ask you to complete the Money Management Questionnaire, which helps us understand more clearly what specifically bothers you about controlling your money. We will also work together to uncover your risk tolerance using our Risk Profile Questionnaire and Financial Stress Test.

After the meeting, we'll send you a synopsis of our time together and a homework assignment of any additional information we may need to complete your proposed Flight Plan.

Second Visit (45 – 60 minutes)

First, we’ll review your Risk Profile Questionnaire and compare the results of your Stress Test to your current financial portfolio’s Risk Profile. This is often where we identify areas for improvements.

Next, we’ll show you our suggested Flight Plan strategy for you. We want you to feel comfortable and confident in your decision to move forward, so we will ask you two questions before taking any further action:

  • Do you feel our plan would benefit you?
  • Would you like our help?

If you answer “yes” to both questions, together we will begin transferring your assets over to our firm.

Third Visit (30 – 45 minutes)

Together, we will review the status of the transferred assets and make sure everything is on schedule. We’ll confirm we have recorded proper beneficiary designations. We will also discuss allocation and confirm the various investment platforms, explaining the purposes of each.

By the end of this meeting, your Flight Plan will become active!

Recurring Reviews (30 – 45 minutes)

After your Flight Plan launches, we’ll continue to stay in touch and monitor any necessary updates needed along the way. We’ll decide whether we should meet quarterly, semi-annually or annually to review your plan and make your retirement vision a reality.

What type of services are covered in the Retirement Flight Plan?

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We address the following services:

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
IRA Legacy Planning
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Explore your Medicare coverage options that makes sense for you.

No obligations. Just solutions.

 

As an independent financial services firm, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes. That means no hassle and no pressure to apply.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 602-456-1928.

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