retirement planning process


Let Us Help You On Your Journey

We are here to advise you during all your retirement years. The first thing we do is to get a thorough understanding of you, your dreams, wants and needs. Next we look at all your current financial positions so we know how we help you accomplish your goals. Then we implement the plan and meet with you regularly to adjust it as necessary.

Our Retirement Planning Process

Building A Retirement Strategy

During the working years we focus on accumulating the assets needed for income later in life. As retirement draws near it is important to adjust our thinking and strategies. The three main financial phases are:

  1. Retirement accumulation
  2. Retirement income for life
  3. Leaving a legacy to those we care about after we are gone
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What are your goals for retirement and beyond? What is it you are trying to accomplish and for what purpose? We begin with the end in mind.

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The Now

What do you have for retirement now? What are all your current financial positions that need to be used?

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Analyze your current resources for retirement and how they are positioned.

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Develop a retirement plan to pursue your retirement goals.

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Implement your retirement plan and put it into action.

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Review your retirement plan annually and make adjustments accordingly to meet your goals.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

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