NEW GENERATION

RETIREMENT

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

  1.  SELECTING A FINANCIAL SERVICES  PROFESSIONAL

       Step one helps you understand the role of a financial service professional and introduces New Generation

       Retirement System

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.

3.   STRATEGY 

       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 

strategy.

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