OUR retirement planning PROCESS
A Personalized Process to Suit Your Unique Needs & Goals
We are a fiduciary and trust-based wealth management firm, meaning we put your best interest first and foremost and believe in genuine and authentic relationships with our clients. Our retirement planning process involves unique steps designed to identify your goals and opportunities, educate you to make decisions, empower you to take action, and monitor your progress.
Because we are a truly independent wealth management firm, we help protect our clients by separating duties through partnerships with carefully selected entities. We also have strong relationships with attorneys, accountants, enrolled agents, trust companies and others, allowing us to fulfill a myriad of obligations to our clients. These relationships allow us to approach planning in a truly comprehensive and holistic way.
Our goal is to do what is best for you today and for your heirs in years to come.
We offer advocacy and personal financial guidance for all stages of life.
Discovery
At Alphastar Wealth Emerald Coast, we initiate the retirement planning process by gathering information about your financial situation, goals, and risk tolerance through our unique discovery process.
Strategy
Our team conducts a comprehensive analysis of your unique circumstances to determine the strategies that will help you reach your desired financial goals. We create a written Financial Plan that identifies the necessary steps you need to implement each year to achieve those goals.
Implementation
Once we've determined the optimal strategies to help you achieve your financial goals, we'll guide you through the implementation process. Our team will assist you in following the necessary steps and provide guidance in navigating any changes that may arise in your plan.
Monitoring
Each year, we will review your progress towards your financial goals and collaborate on any necessary adjustments to ensure that you are on track for a secure retirement. Our aim is to establish accountability and take the necessary steps to help you achieve financial independence in your golden years.
