Becoming A Client ...

We specialize in making an easy transition.
Our goal is to make this transfer process as quick and simple as possible.

Our 4 Step Process

CLICK ON THE INDIVIDUAL LINE ITEMS BELOW TO LEARN MORE.

    • Meet our Team
    • Understand Benefits to You
    • Data Checklist (see side bar for checklist)
    • Mutual Fund and Brokerage Account Statements
    • Company Retirement Accounts - Current & Former
    • Current Pension
    • Current IRA Statement
    • Current Life Insurance Coverage
    • Mortgage Information
    • Estimated Retirement Date
    • Expectations Review
    • Overview of Investment Approach
    • Retirement Plan
    • Asset Review
    • Comprehensive Plan
    • Progress Assessment to goals
    • Education of Investment Options
    • Discussion from plan education of best approach
    • New Account Set Up
    • Account Transfers-We handle the transfer for you
    • Movement Set Up
    • Retirement Plan Distribution
    • Tax Basis Sensitivity Analysis
    • Systematic Periodic Account Reviews
    • Educational Opportunities
    • Lifestyle Updates
    • Required Minimum Distributions
    • Performance Reviews