It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don’t have to carry it alone.
New Generation Retirement® is a holistic approach to retirement planning. It consists of a five-step retirement planning system that we will work through together. Through this planning process, you’ll be confident that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
The Five Steps
1. Selecting a Financial Services Professional
Step One helps you understand the role of a financial services professional and introduces New Generation Retirement Planning.
2. Fact and Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being and how you feel about it. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
Step Three arms you with a deep understanding of your goals and objectives, as we craft and present a holistic plan based on your goals and objectives. Your takeaway from this step will be a series of insightful reports always accessible to you through your Generational Vault account.
4. Solutions and Executing
If there are parts of your plan that include creating new accounts or purchasing new financial products, Step Four lays out a clear, documented process to do so. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
5. Ongoing Relationship
Our work together isn’t over when we have completed the retirement planning process and product selection. Step Five addresses how we continuously work toward your long-term goals and objectives and help you monitor your financial progress.
When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.
Why choose Capital Financial Services
With a focus on a new generation of retirees, our company uses the New Generation Retirement system, which is based on three hallmarks of creating a successful retirement strategy: stewardship, transparency and technology.
Providing you with a stewardship level of service means we have the responsibility to present solutions that are the right fit for you. Our commitment to you is that we will always keep our focus on your goals and objectives and will act with transparency throughout our relationship.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. This is visible through a strong foundation of technology.
The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life.
Generational Vault serves as the vehicle to document and record our commitment to act as a steward and be transparent throughout our relationship.