Our Financial Guided Planning System (G.P.S)

I. Where you WANT to go

VISION – determining your vision and goals for retirement. STRESS TESTING your current portfolio is this powerful first step in the G.P.S. process. It will help you identify strengths, opportunities, potential issues and concerns with your current financial situation.

II. Where are you now

Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. ThePORTFOLIO STRESS TEST will determine inconsistencies with where you want to go. Solutions to fix any problems as well as creation of a retirement income plan will be discussed.

III. Calculate route

Your Plan – the strategies discussed during your second meeting will be implemented. Reaching goals requires action. Once your route is calculated, you should have an easy-to-follow path to reach your retirement goals.

IV. Re-assess

Continuous review to keep you CONNECTED to your retirement path – your portfolio will be monitored to ensure it is in line with your objectives, including any new changes, situations or needs that may arise.

 

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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How much am I paying my existing advisor?

You may be able to use time to your advantage when investing for wealth accumulation.

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Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How to avoid probate?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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How do I stop losing money in the market?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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What should I do next?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Can your portfolio handle the stress of retirement? - Free Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.



  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.