5-STEP RETIREMENT PLANNING SYSTEM
From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone. New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology. Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engate in the important task of feedback prior to execution.
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault, RFID Data Blocker cards, ByAllAccounts and Wealth Watch.
When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.
Our firm takes pride in providing comprehensive retirement planning services. We review your wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of your financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Retirement Planning
- Investment Management
- Income Planning
- Social Security Maximization
- Empowering Women
- Generational Vault
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized report. This is your comprehensive retirement plan. Our coordinated approach is developed using an all-inclusive view. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Lighthouse Investment Advisors, Inc. and Samuel Wayne Newland do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.