Creating a retirement plan is a complex and in-depth process. There are a lot of decisions to make and it is important to consider all the different nuances that make up a comprehensive financial plan.

That’s what we’re here for. An Advance Capital Management adviser will listen to you and walk with you through each decision. You can count on our advisers for their knowledge, experience and unwavering commitment to you and your best interest.

Starting Your Retirement Plan

Once you’ve gathered your information, we’ll create a retirement plan that works for you. Together we’ll determine the asset allocation, cash flow and the monthly withdrawal rate you’ll need to achieve your retirement goals. We’ll also consider additional items during the planning phase, including:

  • What strategy will best preserve capital throughout your retirement
  • Potential risks and how to mitigate the effect of any economic crises
  • Your time horizon for reaching your goals
  • Your personal risk tolerance

At the end of this stage, you’ll receive a comprehensive financial plan that’s tailored to you. We’ll sit with you and review it in detail to make sure that you understand are comfortable with every aspect of it.

What Comes Next

Once your plan is created, we will continually monitor your investment performance and advise you of recommendations. Find out more about our monitoring strategy.

Go To Step 4

 

 

Download our proven process diagram to understand the path to retirement success
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