PHASE 1: DISCOVERY
PHASE 2: STRATEGY
PHASE 3: IMPLEMENTATION
PHASE 4: MONITORING
Phase I: Discovery
Our process begins with a simple conversation. At Estate and Retirement Resources, Inc., we do not work with everyone who walks through our doors. Instead, we first sit down with you and discuss your short and long-term goals. We also consider whether there is a genuine chemistry between us. Once we have decided that both of our needs align and the foundation of integrity and trust has been established, we begin the planning process.
Phase II: Strategy
We do not specialize in a “one size fits all” style of financial planning because we understand that each of our clients has a unique set of needs and objectives. Together with our nationwide network of financial and professional specialists, we develop a comprehensive plan tailored especially for you that outlines the strategy we recommend for long term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your long-term investment strategy. Through constant communication, our highly skilled staff makes this process as quick and easy for you as possible.
Phase IV: Monitoring & Adjusting
We know that as time passes and your circumstances change, your financial needs and goals will evolve. The plans we design are fluid and built to move with shifting global markets. We make any needed adjustments so that your financial plan is always serving your needs.
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Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.
• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!
Check the background of your financial professional on FINRA’s BrokerCheck
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through Estate and Retirement Resources, Inc. Estate and Retirement Resources, Inc. is a separate and unaffiliated entity from Simplicity Wealth.
The rating by the better business bureau (“BBB”) is not an endorsement of the services or products provided by Estate and Retirement Resources, Inc. BBB accreditation does not mean that the products or services have been evaluated by BBB or that BBB has made a determination as to the quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation
CONTACT
Office: 352-732-8277
Fax: 352-732-9649
Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm
All rights reserved 2024-2028. Estate and Retirement Resources, Inc. | Office: 352-732-8277