When you combine volatile financial markets, rising living costs, and several decades of retirement you get a recipe for fear and confusion. Over the past few years, even the most patient investors have come to question the wisdom of the investment plan that they’ve been following. At SOLE Financial Group, we’ve seen a lot of difficult times come and go and we can certainly empathize with people who find the current environment troublesome and disturbing. That is why we would like the opportunity to share information learned from our experiences. This perspective enables us to provide creative strategies that may be able to help you achieve your retirement income goals.
Step 1. Attend a Seminar
“Financial Security Through Education” is the core philosophy of SOLE Financial Group. We believe that the journey to financial security begins with a good understanding of financial and investment basics that will enable us to help you with the details. Attending one of our local workshops will allow you to evaluate our firm and see if you would like to take the next steps in our process.
Step 2 – Initial Consultation Meeting
Your Initial Consultation is complimentary and will last approximately ninety minutes. For you to receive maximum value from our time together, please be sure to bring your Social Security, pension, and personal budget information to your consultation. Providing this financial information will allow us to calculate more accurately “Your Number”. In addition, we will address the following areas:
Verify your initial interests, concerns, and current financial situation.
Clarify what financial goals you are trying to accomplish and the obstacles that might keep you from achieving them.
Identify areas where retirement planning might enable you to make better financial decisions in the future.
Step 3 – Complete Your Document Archive Box
If you are interested in having us build a comprehensive retirement plan for you after the initial consultation meeting, we will provide you with a Document Archive Box. This box will have instructions on what financial documents we need from you to properly build you a plan.
Step 4 – Plan Review Meeting
In this meeting, we’ll clearly outline what you need to do to reach your financial goals. We’ll provide straightforward answers to the questions we went over in our analysis.
You’ll see, in tangible terms, how our firm can enhance your financial situation.
After our discussion, we’ll ask if you’re ready to start working with us or if you’d prefer to take some time to consider your decision.
Step 5 – Plan Implementation Meeting
In your Plan Implementation meeting, we will begin to construct the framework we described in your written plan starting with the foundation and continuing through each phase. We will provide you with and review literature regarding the specific companies and products we have selected to implement your plan. We will provide your SOLE Financial Group document archive box in which to place this information and future statements. Upon completion of this phase, we will guide you through the necessary paperwork to make the concepts we discussed a reality.