MyBeacon

Custom Retirement Plan

MyBeacon Custom Retirement Plan

As part of our advisory relationship, our clients have the opportunity to meet with our CFP© to discuss their unique situation and aspirations for financial independence. Our planner will generate a roadmap for next steps in your journey towards financial freedom or maintaining it while addressing challenges and key risks that hold many back from achieving success.

Step 1: Financial Discovery

Step 2: Evaluate Your Situation

Step 3: Review Your Retirement Plan

Step 1: Financial Discovery

We collaborate with you to organize your financial situation and goals into our assessment to start your personalized retirement plan.

Step 2: Evaluate Your Situation

We evaluate your situation by running scenarios to maximize your available resources and bridge any gaps between where you are and where you want to be.

Step 3: Review Your Retirement Plan

You receive a presentation of how your sources of retirement income will come together for financial independence and peace of mind.

Q Step 1: Financial Discovery
A
We collaborate with you to organize your financial situation and goals into our assessment to start your personalized retirement plan.
Q Step 2: Evaluate Your Situation
A

We evaluate your situation by running scenarios to maximize your available resources and bridge any gaps between where you are and where you want to be.

Q Step 3: Review Your Retirement Plan
A

You receive a presentation of how your sources of retirement income will come together for financial independence and peace of mind.