Our Financial Planning Process

Managing Your Assets with Experience, Skill, and Dedication

Our comprehensive approach to planning starts with a conversation based on information you provide. We talk about your current lifestyle and financial health, as well as your retirement hopes and goals. We then develop an investment strategy designed to take the lowest level of risk necessary to help you meet those goals.

What can you expect when you invite our team to help plan for your financial goals?

Understanding Your Needs

To get a clear picture of your current situation, we’ve created a checklist of information helpful for creating a financial plan. As with all communications with Retirement & Investment Group, any information provided is kept completely confidential.

Designing a Plan

When we meet with you in person, we will discuss your situation in greater detail and present you with your personalized planning binder. This binder contains the working documents that we will use to confirm your goals and concerns, adjust our assessment of your situation, and form the framework for your financial plan. Your personalized binder also includes a general outline of our philosophies, investment process, legal and regulatory information, fees, and our recommendations.

Implementing, Monitoring, and Managing Your Plan

After we have presented our recommendations for your plan and incorporated your feedback, we’ll work together to put it into action. From that point on, your financial plan will be monitored to ensure it reflects the evolution of your personal journey and financial situation. Because we adhere to a long-term investment approach to financial planning, we will manage your plan through market volatility while helping you achieve your goals. If we feel a change is justified, we’ll make specific recommendations to adjust your plan.

Your plan is not a static document; it is a living guideline that will grow and change as your needs and goals evolve. And we will be right there with you to continue refining it to reflect your changing priorities.

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