We believe the key to a successful retirement lies in our proprietary, multi-step Educate, Plan, Implement with Confidence (E.P.I.C.) process. Bring your dreams, your loved ones—even your dog—and together, we’ll discover, design, and deploy a plan that helps you live the retirement you envision. This journey requires commitment, collaboration, and an open mind, but the investment in knowledge and understanding is one you won’t regret. The result? A comprehensive retirement plan that clearly outlines how each of our Multi-Discipline Retirement Strategies (MDRS) will be designed, optimized, and implemented to secure your financial future.
“An investment in knowledge pays the best dividends.” -Benjamin Franklin
Step 1. EDUCATE: We Teach & Discover What You Need to Know
We’re Your Retirement Educator first and foremost. Driven by a passion to improve your retirement literacy while helping you understand the criticality of retirement planning, education is the foundation of everything we do. You don’t need to know everything and you don’t need to become a retirement planner (that’s what we do), but we do believe you should know enough to uncover your retirement blind spots and side-step some of the basic financial traps. We truly believe knowledge is power.
Many clients first take our Retirement Solved Masterclass before they ever meet with us to discuss their retirement needs. The class is currently 100% online (via Zoom) and meets over the course of 4 weeks for a total of 6 hours. A myriad of retirement 101 topics, as well as advanced retirement strategies are taught in the class.
Once you decide to engage in our E.P.I.C. process, the learning doesn’t end there. Your advisor takes extra time to make sure you understand each component and strategy of your retirement plan and get all of your questions answered before moving on to the next planning phase.
“People make their own luck by great preparation and great strategy.”
Step 2. PLAN: We Analyze, Strategize & Design with You
As Your Retirement Planner, our number one goal is to get you the best possible “sustainable” retirement outcome while protecting you from any and all risks. We combine and analyze your retirement variables (income, investments, risks, etc.), proven financial theories, various financial products and sophisticated financial software to design your new or revised retirement plan. The first task in this step is the completion of a Retirement Assessment which helps us determine your current situation and suggestions on how your situation could be improved. The Assessment becomes the basis of a balanced strategy that offers a high probability of success across all market environments. In this process, we’re a bit like mad scientists, experimenting with the data and math to come up with just the right retirement success formula. The 4-phases of our retirement planning process is below.
“There is no success without action.”
Step 3 - IMPLEMENT: We Guide & Deploy for You
As Your Retirement Guide we turn knowledge, analysis and strategy into action by guiding you to proper conclusions and overseeing the implementation and ongoing review of your plan. Our advsiors are carefully trained as “hybrid” retirement professionals which means they are licensed to implement balanced plans with a proper mix of investments AND insurance solutions. As your most trusted advisor, we also bring to the table a variety of other solutions and providers you need to fill out any missing links in your plan. We are the ultimate one stop resource for your retirement.
Your advisor will meet with you in person or over the phone as often as necessary to make sure your plan stays on track. Read more about our guidance
“Confidence is that feeling by which the mind embarks in great and honorable courses with a sure hope and trust in itself.”
Our 3-Step E.P.I.C. Process is Designed to Give You the Confidence You Need for an EPIC Retirement
Perhaps the most important result of our E.P.I.C. Process is the understanding and confidence you’ll have in your retirement outcome. With confidence comes control and peace of mind. How much is this worth to you? We don’t stop the E.P.I.C. Process until you have 100% understanding of and confidence in your retirement.
When you commit to partnering with us, we’ll commit to helping you know enough, get enough, keep enough, and have enough…now and in retirement.
Here’s what we ask of you in our E.P.I.C. Process…
Involvement
The Process requires you to take both ownership and involvement as we lead you through our E.P.I.C. Process. Within each of the steps is multiple face to face or online Zoom meetings.
An Open Mind
“An open mind will see opportunities that others miss.” It’s critical to have an open mind during this process…open to learning, open to new ideas, and open to new strategies.
Commitment
We are 100% committed to help you retire better. Retirement planning is all we do. We ask for your commitment to this proven process because we know it works.
Smart & Efficient
The E.P.I.C. Process is smart because it’s based on expertise, research and technology. It’s efficient because it’s organized and disciplined…leaving no stone unturned.
“Those who have a written retirement plan have a nest egg 445% bigger than non-planners.”
(HSBC study, The Future of Retirement, 2013)
Live an EPIC Retirement…We Can Help.
We Know Retirement
Retirement Happens…
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Yes, I want to access the online 'Am I Ready?' retirement kit.
Our online retirement readiness kit provides: how to guides, videos and retirement calculators. We’re here if you have any questions or would like any number of assessments.
