Each new client goes through our step-by-step process called Solutions in Defensive Planning™.
Within this process, we get to really know our client’s story inside and out. We help them identify the strengths, challenges, and opportunities they have in achieving their financial goals.
Our proprietary Solutions in Defensive Planning™ process puts you and your retirement first, statistically analyzing every component of your financial situation. It focuses on the questions that need to be answered and the challenges that need to be solved in our Defensive Income System.