The Retire with Confidence Process
Why: To help you make a comfortable decision regarding who you’d like to partner with for your retirement.
What: A complimentary two-meeting process designed to help you answer retirement’s big questions.
Who: For committed savers, 50 and older, who have accumulated an investment nest egg of $1,000,000 or more.
This 30-minute phone call is designed to allow you (and us) to “kick the tires” to see if we are a good fit to work together.
We will not discuss any financial account specifics during this call.
In this meeting, whether in person or on video conference, we want to learn about your vision for retirement and any concerns you may have. Then, we will review your available resources to accomplish your goals.
Before this meeting, we will request documents for our review to make our meeting as efficient and valuable as possible for you.
Between our meetings, we will apply our thousands of hours of training and experience to help answer the following four questions:
1. Are you on track to reach your retirement goals?
2. How can you structure your portfolio for tax-efficient retirement withdrawals?
3. Can you improve your portfolio?
4. Can you eliminate, or at least reduce, risks to your retirement?
In our second meeting, we will discuss the results of our analysis and we will answer the four questions we asked during our analysis by providing specific actions you can take to help you reach your financial goals.
At the end of this meeting, we will ask if you’d like to begin working with our firm or if you’d like to “Think It Over.”
Making a decision on who you would like to partner with for your retirement is a big decision. During that process, consider the following questions:
1. Do I like and trust the Shorebridge Wealth Management Team?
2. Do I agree with their planning and investment principles?
3. Do their recommendations make sense for my situation?
4. Do their benefits exceed their cost?
If you decide to “Think It Over,” we will follow-up within a few days to determine how you would like to proceed.
There will never be any pressure to move forward. If you decide that it’s not the right fit, we are more than happy to help you find someone who might be a better fit.
We are thankful you’ve chosen to partner with us for your retirement. After we’ve answered any follow-up questions you may have, we will complete the paperwork necessary to make the relationship official.
There is absolutely no cost or obligation for going through this process as we want you to know exactly how we can help you before you pay us a single dollar.
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