Broker Check

Step 1: Discovery Meeting

Retirement Planning

Schedule a one-on-one meeting with a CERTIFIED FINANCIAL PLANNER™ professional to get answers to your financial questions and concerns.

We understand that each person’s situation is unique; therefore, your financial condition coupled with your definition of retirement success is the guiding criteria to help us determine the most suitable plan for you. The first step is to meet with one of our Certified Financial Planners to discuss your objectives so we will be able to customize key recommendations and design your personal financial plan in writing.

In the first meeting, we get to know you and understand your personal priorities. We will ask you to bring the following documents and records, so we can better assess your current situation and develop an actionable plan to address your retirement needs.

Items to bring to your Discovery Meeting:

  • Current paycheck stub(s)
  • Monthly Expenses worksheet
  • 401(k) statement and investment choices
  • Most recent tax return
  • Pension plan estimates
  • Statements from other investments
  • Social Security statement available online: ssa.gov

Taking that first step is as simple as setting up an initial discovery meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. Schedule a one-on-one meeting now to confirm you are on track for retirement.