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.
Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. The PORTFOLIO 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.
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.
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.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.