Retirement Planning Process
stevesharp
2017-04-25T20:40:53+00:00
Retirement Planning Process
Monamie Wealth & Retirement Planning Process
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and in-depth knowledge. Monamie Wealth & Retirement utilizes comprehensive planning and investment strategies specifically designed to address the risks and needs of today’s Retiree’s and Pre-Retiree’s.
This Is Not Your Parent’s Retirement
Retirement requires a different approach to planning and investing than we use during our working years. We are living longer, healthcare expenses are increasing and market losses can derail a retirement portfolio. These and many other Retirement challenges must be addressed through specialized planning. Monamie Wealth & Retirement creates value for our clients by developing tailored retirement solutions that cater to their individual needs, goals and vision.
Is Your Advisor an RICP®?
Our President holds the Retirement Income Certified Professional® Designation and is a dually licensed Investment Advisor Representative and Life, Health and Annuity Agent. The firm brings over 20 years of Financial Services experience to help you achieve your Retirement planning goals.
Our 4-Step Process
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what your retirement goals are.
The primary objective of this stage is to develop an effective, long-term retirement strategy that is custom tailored to the individual needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.
The primary objective of this phase is to successfully implement your retirement strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We meet with our clients on a regular basis to ensure that unexpected life events have not changed their retirement goals. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.
If you would like to have a conversation about your retirement strategy, please contact us online or call our office at 239-574-0073. There’s absolutely no cost or obligation.
