Your Path

Finally, a simple, authentic, and holistic path to retirement planning. Built with you in mind and intended to provide you the clarity and confidence you deserve. Isn’t it time you received a customized SimplePath Roadmap®?

When Change Is Necessary

Change is not always easy, but many times it is necessary. Don’t avoid or delay potential retirement roadblocks or derailment of your lifestyle and dreams.

Get your investments, insurance, and estate planning* reviewed often, especially during life events that can significantly impact your security and lifestyle. It’s been said that a “journey of a thousand miles begins with a single step”. Dreaming of the perfect retirement won’t make it happen – taking the first step will. Let us guide you through the process.

  • Discovery Meeting
    For qualified individuals, we will begin with a complimentary Discovery Meeting to get to know each other, discuss your goals and concerns, evaluate your risk tolerance and discuss our proprietary planning process. We will then begin our evaluation process of your current situation and come back with our findings and recommendations.

  • Evaluation Meeting
    We will follow up with another complimentary Evaluation Meeting in order to show you what we found, how your existing situation may or may not meet your current goals and objectives, as well our high-level recommendations for any changes. We will then share with you the costs of establishing a relationship with our firm. We will then begin our official client relationship.

  • Strategy & Implementation Meeting
    You are now officially a client of our firm. We will begin meeting to discuss our strategy for your income and investment portion of your plan. This is where we can take a deeper dive into various strategies available and even bring in outside money managers as appropriate.

  • Organizational Meeting
    Once your investments and income plan are in place, we will assist you in getting your financial documents organized both physically and electronically. This will include access to a secure portal to aggregate all of your assets and liabilities so you can see a clear picture of your entire net worth in one place.

  • Advanced Planning 
    As needed on a case-by-case basis, we will additionally help you to plan for more advanced financial needs including healthcare, estate planning*, tax reduction strategies*, charitable giving, employer plan options, real estate investments, business entities and more. 

  • Final Plan Delivery
    Once we have completed the implementation of our holistic process, we will deliver to you, both physically and electronically, a copy of your final SimplePath Roadmap®.

  • Ongoing Reviews & Adjustments
    We will continue to monitor and adjust your plan on an ongoing basis. You will receive ongoing communication, updates, and access to technology and information so you can stay informed on the subjects that are important to you & your family.

    In addition, you will be assigned an Elite Client Service Model based on the size and complexity of your household accounts and net worth. This will provide a roadmap for yourself and our office on the recommended number and frequency of your review meetings, as well as any additional services you may require. Additional meetings for life changes or advanced planning needs can always be added throughout the year, as needed.

*We do not provide legal or tax advice. Estate Planning and Tax Planning is performed by licensed Estate Planning attorneys and tax professionals whom coordinate with our planning.

Suggested Content

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000