Our detailed approach to Retirement Planning was created using in-depth research, disciplined investments, and professional contacts. However, there is no foundation or plan without your input. Your plan can only be created by knowing your liabilities and assets along with knowing your wants and needs.
Plan & Implement
Evaluate & Adjust
During the Discovery process, we will meet in person to review your current situation, your specific goals, needs, and wants of future years and generations. The more we learn about you, the better we can create a holistic strategy to achieve what you want out of life.
We will then set a schedule for a regular ongoing progress meeting. We strongly recommend at least one annual in-person meeting for a full review.
Plan Presentation & Implementation
We will meet again to present a plan that is tailored to you and collect your feedback. We will continue to review plan modifications until we are ready to officially implement your plan.
Evaluate & Adjust
Regardless of how often we meet, our work for you is ongoing. We constantly monitor your portfolio and we will reach out to you whenever changes occur that impact your plan. Please do not be afraid to reach out to us when a life or goal changing event suddenly happens in your family. Please reach out even if you simply want to talk or discuss starting a college savings plan for a loved one. As your advisor, I am here to advise.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), New York (NY), North Carolina (NC), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA).
The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.