Our Meeting Process

Preparing for drawing income from your portfolio while trying to preserve your assets at the same time may seem like a daunting task.

It's essential that you work with someone who is trustworthy and has the expertise to help you prepare properly for this phase of your life.

This will have a profound impact on the results you achieve and the lifestyle you enjoy during retirement.

Our three-meeting process allows you to gain clarity as we work closely together in designing a custom, mathematically correct solution for your specific retirement needs.

This process will provide you with all of the information you will need to make an educated and wise decision on how to structure your portfolio correctly.

Here is a look at our meeting process: