Step One– Complete Enrollment Packet
In order to get to know you and determine your risk tolerance, we will ask you to complete a short enrollment packet and risk questionnaire. This information is instrumental in determining the appropriate funds and establishing the correct allocation mix for you. .

Step Two– Select the Funds
We analyze each of the funds within your plan based on factors such as risk vs. return, longevity of management and performance history compared to similar funds. This analysis allows us to determine which funds will be appropriate for you.

Step Three– Allocate the Portfolio
The allocation of the funds is determined using Nobel Prize winning Modern Portfolio theory which based on the your risk tolerance and retirement timeframe.

Step Four– Review the Advice
Your may choose to receive your personalized advice and detailed report via e-mail or regular mail. It is important to us that we speak with you concerning your unique recommendation so that we can review the advice together and answer any questions you may have. (click here to see a sample recommendation)

Step Five– Sit Back and Relax
You can now enjoy the peace of mind that comes with knowing that your retirement funds are being monitored by qualified financial professionals.

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