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We're Retirement Planning Specialists. We Do Our Best Work With
Aged 50+
Retirement savers aged 50+ who are planning for retirement.
Expert guidance
People who want to partner with a retirement planning specialist to guide them through retirement.
How we do it:
We use a simple, tried and tested process for building and maintaining your financial plan throughout your retirement.
1.
Introductory Meeting
A 30-minute Zoom call (booking link below) will give us both the chance to make sure your situation matches our expertise.
2.
Discovery Meeting
We will spend time getting to know you better, understanding how you got to where you are now, and what your dreams, hopes, and objectives are for the future.
3.
Initial Retirement Planning
Together we will create and implement your financial plan to help you achieve these goals.
4.
Ongoing Retirement Planning
Our ongoing retirement planning service ensures you remain on track to meet your objectives, making adjustments to your financial plan where required.
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