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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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Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Grutz Financial are not affiliated companies. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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.

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer.

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. 759187 – 11/20

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