WHO WE HELP Using the latest technology we help young professionals who are trying to build a great life for their family and couples nearing retirement who need help converting their assets into lifetime income to support the retirement lifestyle they envision. We help simplify their finances and design an action plan to optimize their money so they can live their best financial life. HOW WE HELP STEP 1: GET ORGANIZED First, we help you get organized. To do this we will: • Discuss your goals and values • Identify your opportunities and weaknesses • Give you access to your Secure Client Website • Collect your financial data • Have you complete your online risk analysis. STEP 2: GET YOUR PLAN Next, we will analyze all the information you provide and develop your personalized plan. Once your plan is complete we will: • Deliver your financial plan • Discuss strategies and action items • Review your Investment Policy Statement (IPS) if needed STEP 3: STAY ON TRACK Going forward, once a year we will: • Review and track goal progress • Confirm plan action items • Monitor and report on investments • Adjust your plan as your situation evolves. HOW WE ARE DIFFERENT 1. We review your entire financial life, not just one segment 2. We are a family business and understand the challenges families face 3. We are all CERTIFIED FINANCIAL PLANNER™ professionals (CFP®) 4. We are not influenced by commissions or product sales 5. We provide tangible action steps so you know exactly what to do after you receive your plan 6. We provide access to our advisors so you can have your questions answered along the way 7. We have access to tax professionals through our affiliate Weiss, Orro & Stern 8. You don't need to be a millionaire to work with us!