It takes a process to build the right plan...
Four Meetings, 8 Steps- No Cost or Obligation*
UNDERSTAND YOUR SITUATION
We seek to understand who you are, what you’re currently doing and your financial goals. This can be done over the phone or in person.
ANALYSIS & EDUCATION
We reveal the analysis of your portfolio, its ability to accomplish your goals and discuss areas for improvement.
We discuss investment options, lay out a plan of action we believe make the most sense for you, and explain the pros and cons.
BUILD THE PLAN
We finalize the plan and get your money working to accomplish your goals.
The NW Financial 8 Step Retirement Trail Map
We offer a complimentary financial consultation and second opinion for those who qualify.
In our process you will be provided with:
- Portfolio/ Risk review
- Fee analysis
- Tax review (Provided by US Tax Centers NW)
- Retirement Income Plan
- Social Security Analyzer Report
- A Life Insurance and Long Term Care Analysis
- Estate Planning Consultation (Provided by attorney, Bob Kabacy)
- A free copy of Jeff Dixson’s book “Winning the Retirement Game”
*Must have saved at least $100,000 for retirement
*Suggested to be 55 years or older
*Requests subject to advisor approval
*No cost for the NW Financial 8 Step Retirement Trail Map, if you decide to become a client, we'd transparently discuss and disclose the associated costs before you need to make any decision.