1 Selecting a financial services professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.

2 Fact and feeling finding

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.

3 Retirement Planning

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 engage in the important task of feedback prior to execution.

4 Solutions and executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.

5 Ongoing relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault, RFID Data Blocker cards, ByAllAccounts and Wealth Watch.

When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

5-Step Retirement Planning System

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.

Why choose [COMPANY NAME]?

With a focus on a new generation of retirees, our company uses the New Generation Retirement Planning System, which is based on three hallmarks of successful retirement planning: fiduciary, transparency and technology.

Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.

Fiduciary guidelines also require full disclosure of how we may be compensated, eliminating many problems associated with commission-oriented salespeople.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you.

As a company who operates under the highest of ethical standards, our firm also understand that trustworthiness is perhaps the most important of all traits you look for when searching for the right professional for your retirement planning.

Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault - a secure online portal that allows you to easily organize, manage and access your financial life.

Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship.

Meet Our Team

Joe Advisor, CFP®

Founder and Investment Advisor Representative Company Name

Joe Advisor, CFP®, is the founder of [COMPANY NAME] and serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies. Jeff assists his clients through a comprehensive five-step retirement planning process that incorporates the three hallmarks of [COMPANY NAME] — fiduciary, transparency and technology.

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 Read More

Strategic Alliances

  • Wayne Schmidt, CFA®
  • Chief Investment Officer
  • Gradient Investments, LLC
  • Michael Binger, CFA®
  • Senior Portfolio Manager
  • Gradient Investments, LLC
  • Mariann Montagne, CFA®
  • Senior Investment Analyst
  • Gradient Investments, LLC

Where are you on the road to retirement?

 Get Your Score

Our Services

Income Planning

At [COMPANY NAME], we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process.

Social Security

Our firm takes pride in providing comprehensive retirement planning services to our clients. We’ll review your wills, estate plans, taxes and more. Our services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Legacy Planning

Perhaps one of the most important steps in planning your retirement is determining your current and future tax liability and developing strategies that can help minimize your taxes in retirement.

Tax Strategy

Though most Americans have some basic familiarity and knowledge of Social Security, far less are able to determine – on their own – the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.

Empowering Women

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of.

Asset Allocation & Risk

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. In today’s economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.

Seminars

Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.

How much risk is your retirement savings exposed to?

Will you receive your full Social Security benefit?

Can you create a retirement income plan that lasts as long as you do?

Do you have access to technology that can make your retirement easier to manage?

At my New Generation Retirement seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.

To register or to learn more about our seminars,
fill out the form below.

Your information will never be shared or sold to a third party.

Additional Events

  • New Generation Retirement Planning Seminar
  • January 3rd, 2019 @ 6:00PM
  • Town Senior Center
  • 1234 Main Street
  • Minneapolis, MN 55126
  • *Special Notes
  • New Generation Retirement Planning Seminar
  • January 3rd, 2019 @ 6:00PM
  • Town Senior Center
  • 1234 Main Street
  • Minneapolis, MN 55126
  • *Special Notes
  • New Generation Retirement Planning Seminar
  • January 3rd, 2019 @ 6:00PM
  • Town Senior Center
  • 1234 Main Street
  • Minneapolis, MN 55126
  • *Special Notes
  • New Generation Retirement Planning Seminar
  • January 3rd, 2019 @ 6:00PM
  • Town Senior Center
  • 1234 Main Street
  • Minneapolis, MN 55126
  • *Special Notes

Learning Library

Legacy Planning

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Social Security Maximization

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Color of Money

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Income Planning

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Risk Exposure & Assessment

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Asset Maximization

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