{"id":2,"date":"2017-07-05T11:26:23","date_gmt":"2017-07-05T17:26:23","guid":{"rendered":"http:\/\/gpswp.com\/schulzbenefits\/?page_id=2"},"modified":"2022-05-04T09:56:16","modified_gmt":"2022-05-04T15:56:16","slug":"retirement-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/schulzbenefits\/retirement-planning\/","title":{"rendered":"Retirement Planning"},"content":{"rendered":"
5-STEP RETIREMENT PLANNING SYSTEM<\/strong><\/p>\n 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.<\/p>\n <\/p>\n Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.<\/p>\n<\/div>\n<\/div>\n<\/div>\n 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n1<\/strong> Selecting a financial services professional<\/a><\/h4>\n<\/div>\n
2<\/strong> Fact and feeling finding<\/a><\/h4>\n<\/div>\n
3<\/strong> Retirement planning<\/a><\/h4>\n<\/div>\n