Is your retirement on track?
Our LReP Formula has been developed over our years in the industry, and has proven successful at preparing many of our clients for their retirement years. This formula is designed to constantly monitor your critical life and financial events, and adjust as needed to keep your plan on track. We have built our formula on the idea of a lifetime partnership with our team. This process will allow you to face the future with anticipation rather than apprehension, and answer the most common questions our clients have about retirement:
- How much money do I need?
- When can I retire?
- When should I take Social Security benefits?
- How do I leave a legacy for my loved ones?
Our formula walks you through each phase of preparing for retirement so you have an understanding of what we are doing, why we are doing it, and why the timing is so important. You will appreciate the transparency and the comfort level the formula provides. It allows you to focus on what is most important to you, your friends, and your family.
The FIT Meeting
As with most relationships, understanding each other’s goals and expectations is key to building a positive and healthy partnership. Our “FIT” meeting is designed to help identify if we would be ideal partners moving forward. At Lifetime Retirement Partners, we recognize that we are not the ideal partner for everyone, nor do we want or expect to be. But we are the perfect retirement partner for some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are best suited to help.
The Discovery and Organization Process
The discovery and organization process is the key to identifying where you currently are and where we need to go. This crucial step in our formula helps you get your house in order, and allows you to organize all of your financial life in an easy-to-use portal that you can access from anywhere. As we build out your personalized plan, this will allow us to monitor the progress of our goals together and adjust them as any life-changing events happen.
The Strategy
As Independent Advisors, we work for our clients, not our firm. Our goal is to help you implement a plan with multiple strategies to reduce the risk for all possible outcomes, without apprehension. There is no “one size fits all” solution when it comes to planning for your future. We design, strategize, allocate, and diversify your portfolio based on where you want to be in your retirement. We will walk you through a strategy first, with smaller attainable goals based on a bucketing methodology. This allows you to understand every piece of the puzzle and maintains full transparency on the timing of each investment.
Lifetime Monitoring and Partnership
As we have identified your unique situation and put together our strategy, now we implement your personalized plan. Our partnership lays out the foundation of our communication, the expectation of the plan, and the adaptability of the plan to make sure we are prepared for any changes that might arise as we move forward. We work for you, and as a partnership, we are building a relationship to last a lifetime.