Our 7-Step Planning Process

From our experience with hundreds of retirees, we have developed a recommended sequence of steps leading to an accurate and reliable financial plan for retirement. As you progress through these steps, you will gain a higher and higher level of confidence about your financial future.

1. The Retirement and Economy Briefing™

Get answers to your most pressing questions about retirement, the economy, and investing your money. Start with a live seminar, online videos, or a personal meeting.

2. The Retirement Vision Clarifier™

Discover your unique version of retirement as we probe to understand your dreams, goals and values and then clarify what is really important to you.

3. The eMoney Dashboard & Vault™

Experience the exhilaration of being totally organized, with your financial information on a single screen, updated nightly.

4. The Financial Analysis™

Feel more confident about your future as we build your plan to reduce investment risk, increase growth potential, and minimize taxes.

5. The Recommendation Roadmap™

Receive clear, step-by-step recommendations to give you a realistic and reliable plan for achieving the fulfillment you’ve dreamed about.

6. The Implementation Advantage™

Enact your unique plan, after discussion and mutual agreement.  You approve it, we make it happen.  Then we monitor your progress along the way.

7. The Annual Strategy Planner™

Adjust your plan as the economy fluctuates, your needs change, and life happens.  Our ongoing process guides you, while staying focused on your retirement goals.

Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. We are licensed for securities in AZ, CA, CT, DE, HI, ID, MO, MT, NC, NM, NV, NY, OK, OR, SD, UT, WA, WY. We are licensed for insurance in AZ, CA, DE, FL, HI, ID, MT, NC, NV, OR, SD, UT, WA, WY. Our RIA license is in UT.

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The included market research information is obtained from third party sources that are deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.