Retire With Joe

How Can Retire With Joe Help You?

Watch This Short Video of Our Process
"It's better to be proactive, as opposed to reactive when it comes to your money"

Step 1
Educate

There’s an old adage… “you don’t know, what you don’t know”… and it couldn’t be more true when it comes to understanding your financial situation. 

Before we can diagnose, asses and make a recommendation, it is important that our clients ACTUALLY understand their finances. Its even more important for them to have a basic understanding on the topic of money and safe retirement options. 

We start our initial consultations off with a broad overview on money. Important topics we want our clients to know are risk tolerance, diversification and how to avoid outliving their money in retirement.

Step 2
Assess & Diagnose

Once our clients have a basic understanding of their financial picture and what to look out for in their retirement, we move to Step 2. 

In this step, we assess their current financial situation. This is done initially through our Personalized Portfolio X-Ray and then we run it through our software that determines the risk tolerance of our clients and compares that to the risk of their current financial picture. 

With this information, we work together with our clients and come up with a diagnosis of their portfolio. This is the fun part! Through the education in Step 1 and the walk-through assessment in this step, our clients can ultimately, on their own, diagnose if there are areas of concern that need attention.

Step 3
Implement

Now that we have a diagnosis, we are able to create a solution for our clients through our tailored plan. 

Step 3 is all about matching our client’s concerns with a tailored plan that can solve their problems and achieve peace of mind for our clients.

 Retirement is about being free and able to live a fearless life. Our solutions help eliminate any stress or the fear of outliving your money. 

Once this tailored plan is created, we help our clients implement it so they can protect their retirement. Our Advisors help with this process every step of the way!

We offer services in the following areas:

IRA/ 401(k) Rollovers
Retirement Income Strategies
Wealth Management
Annuities
Investments
Life Insurance
IRA Legacy Planning

Our Retirement Roadmap Worksheet

READY TO BUILD YOUR IINCOME PLAN FOR RETIREMENT?

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