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Traditionally, financial planning has been focused on rate of return, risk and reward analysis and ultimately, the creation of a suitable plan geared toward accomplishing the client’s goals. The On The Money 5-Step Retirement Review certainly incorporates those important aspects of planning, but it also includes critical components that may have been left un-reviewed.
The On The Money process reveals potential problems with your plan and a blueprint on how to fix the problems that you want fixed. Often, the goals our prospective clients have are completely out of reach with how they structure their finances and legal document foundation. Our proprietary process allows you to make the right decisions because of the clarity the process brings to the table.
This process is empowering because it allows you, with clear vision, to see for the first time where your money and planning is actually going and make sure it is where you believed you were headed.
One of our clients said it best: “It’s like cleaning out the ‘junk drawer’ for the first time in 30-40 years, and finally getting everything in the right place.” What she meant is that our proprietary Retirement Blueprint process organizes your financial, retirement, and asset protection planning, rather than just accumulating a “junk drawer” of financial stuff over time with no meaningful analysis of how each affects the others.
Our process about coordination, clarity, simplification, and focusing on the purpose of your money. Not just adding yet another binder to the bookcase, but adding the last financial plan you will ever need to help you live the lifestyle you always wanted.
When you peel back the cover, old style “financial planning” is just a product-selling process. It’s geared towards seeing what you have to invest and putting it into some new program that person has to sell you. What ends up happening is you have a hodge podge of investments that you bought over the years and non of them are working together to achieve your goals. It’s like having a football team with only 10 quarterbacks. Your financial master plan should have the right players in the right spots to help you achieve your goals so you can spend more time worrying about what you are going to do in retirement than worrying about your money in retirement.
Most planning in America today is very "cookie-cutter." Not here. Our client families bring in financial problems as different and unique as each of their own fingerprints. No two situations are alike. Therefore, our process is geared toward finding the custom-fit solution to solving our clients’ most pressing problems. Often these problems keep them up at night worried about their future or the future of their loved ones. We help our clients move toward a goal that they always dreamed one that helps give them peace of mind and comfort.
The process of becoming a client of ours involves a few unique steps designed to solve your problems, decide if there’s a fit, and monitor your progress.
What’s your vision of retirement? What are your goals, aspirations and concerns? What is your current plan and are you on track or are there some red flags you need to be aware of? These are the things we will discuss during this complimentary initial strategy session with our team. This is a chance to discuss your current plan and discover if you have any problems with the way you are doing things right now and what you can do about it. It’s also a chance to get your questions answered and find out if there is a fit for us to help you.
The second step in the process is to go over our in-depth team analysis of your situation and address any problems that we have uncovered. Oftentimes this means going over our proprietary STRESS TEST of your current portfolio to find out how much risk you really have with where you are currently invested. It will help you identify strengths, opportunities, potential issues and concerns with your current financial situation.
Once we know what problems you have we can get to work on how to fix them. We will go over your own financial blueprint for solving your problems. You can’t build a house without a blueprint and the same thing goes for your finances.
This is the construction phase, where we begin to build out your strategy and get to work on fixing the problems you want us to fix. We will cover the pro’s and con’s of the plan and initiate setting up the strategies for you.
It’s important to keep your plan up-to-date as you move through life and this means doing regular progress reviews to keep you on track. We will continuously review your portfolio to ensure it is in line with your goals and advise you of any changes that may need to be made to keep your plan as efficient as possible.
To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.
This website is for informational purposes only and is not meant to be a complete description of our investment services, performance or financial concepts. This site is in no way a solicitation or offer to sell securities or investment advisory services. Information throughout this site is obtained from sources that we and our suppliers believe to be reliable and accurate, but we do not warrant or guarantee the timeliness or accuracy of this information. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services provided by Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Group 10 Financial, LLC and Brookstone Capital Management LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.