Our first visit together will focus completely on You. We will discuss your specific Goals and Priorities, along with how you measure Success. Also, we will answer any questions you may have regarding our compensation and how we may potentially work together.


The primary objective of this phase is to gather as much information as possible about your existing financial resources. We will begin to analyze this information so that we have a clear understanding of how your capital is currently working for you. After we have completed our initial analysis, we will begin crafting a strategy that aligns your financial resources with your goals and priorities.


This phase is one of the most anticipated visits for our clients. During this stage, we will present to you the strategies and recommendations that our team has designed on your behalf. The goal of this meeting is to review these recommendations and allow you to decide which strategies are best suited to keep for Phase IV.


This phase is all about action. During this phase, we will begin to implement the plans and strategies that you have chosen to secure your financial future. Our goal is to make this piece of the process as easy and efficient for you as possible.


Throughout your time with us, we will continually monitor and review your strategies and plans to be sure that you remain on course to meet your goals. We are always available to you should anything arise; however, we want to meet with you at least once a year to check-in and review your progress.

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ride-graphicThe landscape for retirement planning is changing in today’s marketplace. As millions of Baby Boomers begin to move into their retirement years, they are learning that the strategies needed for a secure retirement are different from the strategies they used for saving and investing during their working years. For today’s retiree, the process of generating secure, predictable income streams may feel like a daunting task.

Oftentimes, the financial conversations that people have in their working years are centered around accumulating more assets, rates of return, and growing wealth. Rarely do people stop to consider how their assets will translate into the financial independence and security they are seeking during their retirement years. This disconnect is exactly why we created our unique process—The Retirement Income Design Experience.

Studies show that working with an experienced financial planner creates more clarity and confidence for people who are preparing for their retirement years, and our goal is to bring that clarity and confidence to you. Our process is designed to help you discover your true goals and priorities and then align your financial resources into a plan designed to achieve those goals. Through our process, you can expect to take control and be an active participant as we offer guidance and expertise that is focused on your success.

FREE REPORT: 9 Investment Pitfalls

Integrating sound financial principles with the excitement of retirement

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors, LLC. Vertex Capital Advisors, LLC. is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.

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