New Generation Retirement® is a holistic approach to retirement.
It consists of a five-step retirement system that we will work through together. Through this process, you'll be confident that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
THE FIVE STEPS
SELECTING A FINANCIAL SERVICES PROFESSIONAL
Step one helps you understand the role of a financial service professional and introduces New Generation
2. FACT AND FEELING FINDING
Step two encompasses though-provoking questions about your financial well-being and how you feel about it. It
begins with the Color Of Money Risk Analysis and incorporates the elements of discovery and client feedback.
Step three arms you with a deep understanding of your goals and objectives, as we craft and and present a
holistic strategy based on your goals and objectives. Your takeaway from this step will be a series of insightful reports always accessible to you through your Generational Vault account.
4. SOLUTIONS AND EXECUTING
If there are parts of your plan that include creating new accounts or purchasing new financial products, step four
lays out a clear, documented process to do so. This step is characterized by efficiency using forward-thinking
technology such as electronically-generated and pre-populated forms with e-signature capabilities.
5. ONGOING RELATIONSHIP
Our work together isn't over when we have completed the retirement process and product selection. Step five
addresses how we continuously work toward your long term goals and objectives and help you monitor your financial progress.
When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail your retirement