How We Work Together
No confusing jargon. No high-pressure sales. Just a clear, proven process to secure your retirement.
The Discovery Meeting
We call this the "Retirement Parachute Review." It's a 30-45 minute conversation where we do a lot of listening. We want to understand your specific situation, your fears, and your dreams for retirement.
- We review your pension options (Lump sum vs Annuity)
- We look at your 401(k) and other assets
- We identify any "hidden risks" in your current plan
What to Bring
Don't stress if you don't have everything perfectly organized. Current statements are enough to get started.
- Recent Investment Statements (401k, IRA, Brokerage)
- Pension Estimate Documents
- Social Security Benefit Estimates
- Photo ID / Driver's License
The Blueprint Design
Based on our discovery meeting, we go to work. We design a "one-of-one" Retirement Parachute plan tailored to your needs. We know plans change and dreams alter decisions, so we build flexibility into every strategy.
Income Certainty
We show you exactly how much monthly income you can count on, guaranteed.
Risk Removal
We demonstrate how to take your "at-risk" money off the table while keeping growth potential.
A Written One-Page Plan
Clear, concise, and easy to understand. No 50-page binders that gather dust.
Fee Transparency Report
We show you exactly what you are paying now vs. our solution. No hidden costs.
Fiduciary Commitment
As fiduciaries, we are legally bound to act in your best interest. Always.
Implementation & Peace of Mind
If you love the plan (and we think you will), we handle all the heavy lifting. We take care of the transfers, the paperwork, and the account setup. You just sit back and watch your retirement solidify.