Plan Smart - Live Better

Process


First Step

Discovery Meeting
In this meeting, we will delve deeper into your specific situation and goals. We will discuss what aspects of your current financial situation you are satisfied with, as well as areas where you would like greater confidence and clarity. This meeting can be conducted either virtually or in person and will last approximately 45-60 minutes.

Second Step

Current Plan Analysis
Together, we will review the results of your current retirement path, so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)

Third Step

Personalized Action Plan
Here is the exciting part: we will deliver and review your personalized action plan, which includes a step-by-step roadmap. We will be with you every step of the way to ensure that your action plan is properly implemented.

Fourth Step

All together Now
Here is the exciting part: we will deliver and review your personalized action plan, which includes a step-by-step roadmap. We will be with you every step of the way to ensure that your action plan is properly implemented.

Fifth Step

Review & Update
Holistic planning is not a "set it and forget it" approach. Within the first few months of implementing your action plan, we will meet to review, answer any questions you have, and make changes as necessary.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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