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Client Engagement Process
1) Discovery Visit – What you want…
2) Strategy Visit – What you have…
3) Implementation Visit – What you need…
4) Presentation Visit – Confidence In Retirement AnalysisTM
5) Long-Term Relationship
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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 AnalysisTM
– Investment/Income Plan initiated

4th Visit - Presentation

– Verify strategy was implemented as promised
– Provide login info and organized file
– Review tax, LTC and estate plan strategies
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  • We are not connected with or endorsed by the United States government or the federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Grutz Financial (GF). GF 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 GF are not subject to Investment Advisor requirements.

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Any references to protection benefits, safety, security,  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm is not affiliated with the U.S. government or the federal Medicare program.

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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. The firm is not affiliated with the U.S. government or the federal Medicare program. 1465767- 10/22

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