1310 Pine Log Road, Suite B, Aiken, SC 29803
Discuss current life situation, values, dreams, clarify goals
Identify strengths, opportunities and challenges to reach those goals
Clarify WHO we are, WHAT we do, and HOW we are compensated
Provide diligent review of current financial resources
Deliver clear recommendations and thoroughly defined action plan
Establish value and commitment
Implement goal-oriented personalized plan
Allocate funds to agreed-upon retirement strategies
Identify additional professionals as needed (health care, tax planning, estate planning)
Consistent, periodic monitoring of progress
Review objectives and adjust plan as life changes (widowhood, divorce, disability, etc.)
Provide relevant correspondence and educational opportunities