Retirement Action Plan

"GET TO KNOW YOU" CALL

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.

MEETING #1: VISION & PLANNING

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.

OUR ANALYSIS

Between our meetings, we will create your personalized Retirement Action Plan^TM that will provide action items in four primary retirement areas:

1. We will develop a complete analysis of where you stand with regard to your retirement goals.
2. We will develop a cash flow timeline so you can visualize where your retirement income will come from on a year-by-year basis.
3. We will address how you might allocate your portfolio to better prepare for retirement withdrawals.
4. We will provide other actionable ideas related to Social Security, Medicare, Estate Planning, etc.

MEETING #2: STRATEGY DISCUSSION

In our second meeting, we will discuss the results of our analysis and will provide your Retirement Action Plan^TM to help you reach your financial goals.

At the end of this meeting, we will ask if you would like to begin working together or if you would like to “Think It Over.”

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.

LET'S GET STARTED

Welcome aboard! We are excited about the opportunity to partner with you for your retirement. After we have 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 the Retirement Action Plan^TM process as we want you to know exactly how we can help you before you would hire us as your retirement planning partner.