Our Process
A Three Step Process
At Retirement Guardian, we work closely with you to achieve your financial goals by thoroughly understanding your unique needs and creating a personalized plan. Whether it’s retirement, wealth building, or risk management, we tailor our approach to align with your objectives. With ongoing support and regular adjustments, we ensure your plan stays on track, adapting to life changes and market shifts, so you can confidently reach your financial aspirations.
Step One:
Introductions
In our first meeting, we’ll get to know each other. It starts with taking the time to understand your situation and concerns. We will talk about what your financial objectives are, and what it is that you’d like to accomplish with your financial plan. Whether you dream of traveling the world, spending more time with family, or simply living comfortably without financial worries, we are here to listen and learn about what matters most to you. We will share with you about our financial planning strategies and what we can do to help you achieve your goals.
Step Two:
Building your plan
We will then thoroughly diagnose your situation and begin building your plan. We will cover Social Security, Pensions, 401Ks, TSPs, FEGLI benefits, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events. We will work with you to outline clear steps and strategies to reach your retirement goals, ensuring you have a roadmap to follow.
Step Three:
Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.
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Reach out to us through the link below. We’d love to hear from you!
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