With the continued loss of traditional pensions, the rising cost of healthcare, and economic upheaval, the average American can often feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself.
The New Generation Retirement® system is our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.
Choosing a financial services professional is an important financial decision — and there are several types to choose from.
During your career, you’ve worked hard to earn a living, but that income stream ends the day you retire. That’s when it is best to have a retirement strategy in place that is designed to help you leverage your assets to provide enough income to maintain your preferred lifestyle.
Building a successful retirement is easier when you have a strategy you truly believe in. Retirement can be a time of great change and uncertainty. Having confidence in your strategy can help you look ahead with less anxiety and more optimism.
Designed to help find what your strategy needs to achieve your retirement goals and financial objectives. This step is where you can see our hallmarks — fiduciary, transparency, and technology — come to life.
Helping you thrive in a new generation of retirement goes beyond initial recommendations and is based on our ongoing commitment to your retirement success.
Fiduciary
Finding a trusted financial services professional is an important element of your retirement strategy. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you by offering strategies that serve your best interest and act with transparency.
Transparency
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. Not only does this allow us to track the evolution of your strategy and make necessary adjustments along the way, but you can always see that we’re acting in your best interest. Our commitment to transparency is visible through a strong foundation of technology.
Technology
We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.
If you’d like a deeper insight into your financial strategy, consider requesting one of the following reports.
Financial Overview Report: The Financial Overview report is used to summarize your asset information, income sources, and goals. This report serves as a baseline to build many of the other reports offered.
Color Of Money Report: The Color of Money Report illustrates your risk exposure with your current assets, comparing your existing level of risk with your desired level of risk. Classifying assets based on level of risk is a component of your overall retirement strategy.
Social Security Maximization Report: The Social Security Maximization Report analyzes possible filing strategies, examines multiple opportunities, and helps determine an optimal solution. It provides a retirement roadmap with dates and instructions to help optimize your Social Security income.
Retirement Compass: The Retirement Compass helps you chart your income planning destination. The report integrates multiple sources of income (including Social Security, pension and rental income) along with strategies to generate income from assets to help fulfill your goals throughout retirement.
Action Plan: The Action Plan is a tool used to display your current accounts and can be used as a resource to provide additional feedback based on your risk tolerance.
Morningstar Report: Morningstar, one of the largest third-party rating agencies in the country, offers an unbiased analysis of your current investments.
Portfolio Analysis Review: Through our partnership with Gradient Investments, LLC, the proprietary Portfolio Analysis Review (PAR) process gives you a detailed breakdown and written analysis of your investment portfolio. The PAR process uses numerous tools to assess your investments and help you understand the possible risks and rewards of your current financial situation.
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