1. You will learn who we are as a company, what we do, how we do it. We then evaluate your needs by asking you a series of questions and carefully listening to your responses along with all of your concerns. We pay close attention not only to what you say, but to how you feel. This is vital to designing a plan that reflects your needs and desires. We will also discuss details about your retirement income goals, opportunities, potential challenges and how to put a strategy into place.
2. Once we have established a clear understanding while taking a holistic approach we begin to discuss and recommend a variety of retirement strategies and product options. We take an approach to help you build a customized strategy to address your unique retirement goals.
3. We then execute a plan so the client can move forward with the right tools and steps for a successful retirement.
Our process is highly collaborative and we’re always thinking of ways to enhance your experience. We follow through with every strategy and are never finished with a client. We are here throughout your retirement to make adjustments, answer your questions and help you with everyday servicing of your retirement savings products.
Advisory Services offered through Change Path, LLC an Investment Advisor. UBC Wealth Management and Change Path, LLC are not affiliated.
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