Our Retirement Blueprint
1st Visit
Discovery
- Get more acquainted
- Discover needs/goals/concerns
- Risk evaluation
- Collect statements
2nd Visit
Strategy
- Diagnosis of current portfolio
- Identify problems and agree to address
- Your Fiscal House
- Decide if a fit exists
3rd Visit
Implementation
- "Build Out" strategy
- Current vs. New Fiscal House
- Riskalyze Proposal
- Review Confidence in Retirement Analysis™
- Investment/Income Plan initiated
4th Visit
Presentation
- Verify strategy was implemented
- Provide login info and organized file
- Review tax efficiency, LTC and legacy planning strategies
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Insurance products are offered through the insurance business Grutz Financial. Grutz Financial is also an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEWM does not offer insurance products. The insurance products offered by Grutz Financial are not subject to investment adviser requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Grutz Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.