About
RetireStrong
At RetireStrong Financial Advisors, we recognize each person requires a unique retirement plan because of your dreams, goals, priorities, and needs.
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Retirement Planning in a Language You Can Understand
Our Process
Guiding You on the Path to Retirement
At RetireStrong Financial Advisors, we recognize each person requires a unique retirement plan because of your dreams, goals, priorities, and needs. We also understand a comfortable retirement begins with a clear, intentional, and well-structured plan. This is why we take the time throughout our process to ask questions and understand your financial situation and vision for your retirement. Our aim is to provide you with personalized guidance and help to ensure your retirement plan aligns with your lifestyle goals. Here’s what you can expect when working with us:
01
The Introductory Meeting
Getting to Know You and Your Goals
We REALLY listen because we REALLY care.
Your confident financial future starts with a 15-minute conversation. During our introductory phone meeting, we’ll spend time learning about you, your current financial situation, and your aspirations for retirement. This short, no-obligation meeting is a time for you to share your preferences and ask us any initial questions you may have.
The Key Objectives
- Discuss your retirement concerns and dreams
- Allow you to learn about our approach and services
- Get to know one another and see if our partnership will be a good fit
02
The Discovery Meeting
Diving Deeper into Your Financial Future
During this 60-minute meeting – which can take place in our Creve Couer, Missouri office or via video chat – we will conduct a comprehensive review of your financial situation. Before the discovery meeting, you will receive a simple questionnaire to help you feel prepared. We will then spend time during the discovery meeting discussing your goals and current financial situation. We want to gain a deeper understanding of where you stand today and where you want to go in the future. By analyzing your assets, income sources, expenses, and existing plans, we can acquire the information needed to build a personalized strategy for your retirement.
The Key Objectives
- Spell out your goals, your concerns, and where you want to go
- Analyze your income, expenses, and savings
- Review existing insurance policies, investments, or other retirement plans
- Identify potential gaps or opportunities where we can help you
03
The Retirement Strategy Meeting
Presenting Your Personalized Strategy
This 30- to 60-minute meeting will again be conducted in-person or over video chat, and where everything comes together. Based on the information we compiled during the discovery meeting, your advisors will deliver a customized retirement plan designed to address your unique requirements. This plan covers the essential components of retirement, such as income generation, tax efficiency, investment opportunities, healthcare options, and legacy considerations.
The Key Objectives
- Walk you through your personalized retirement strategy
- Discuss the recommended strategies and make adjustments
- Help to ensure your plan aligns with your vision for retirement
04
Regular Review Meetings
Staying on Track and Adapting
At RetireStrong Financial Advisors, we realize retirement planning isn’t a one-time event but rather an ongoing process requiring updates. We will meet regularly to assess your plan’s efficacy, make adjustments as life changes, and adapt to market conditions – helping to ensure your strategy continues to support your needs and goals throughout your retirement journey.
The Key Objectives
- Evaluate your plan’s progress
- Adjust your strategy as needed
- Review existing insurance policies, investments, or other retirement plans
- Maintain open communication and address any new concerns
Ready to Start Your Journey?
You deserve a retirement plan as unique as you are. Contact RetireStrong Financial Advisors today to schedule your introductory meeting and begin your journey toward a confident financial future. Together we can create your personalized strategy to help you live the retirement you’ve always envisioned.
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