The 3-Step Getting Started Process


 

Learn Your Risk Number
 

As you approach retirement your portfolio should not look like the portfolio of a 30 year old. Suffering a big loss without the time to recover can change your retirement plans. Taking steps to protect the value of your portfolio starts with learning your Risk Number and comparing it to your current portfolio. If you have not yet determined your Risk Number you can do so now by clicking here

15 minute Retirement Quick Check

What will the Retirement Quick Check accomplish for you? Just like going to the doctor, simply checking your temperature and blood pressure can provide a quick assessment of your health that day. As a retirement income specialist, I know how to provide within 15 minutes, an initial assessment of your retirement income plans.

Get started by scheduling your Retirement Quick Check today.

Meet With Nelson
You Decide

If the Retirement Quick Check revealed your plans could be improved then an in-person meeting is the next step. Our initial meeting is where we get to know each other a little better to determine what’s most important to you and begin our analysis.

We will not move forward until you are ready. After the analysis is complete, we will outline the next steps if you choose to work with my firm. You will have an understanding of expectations, fees, and timelines. Once you understand how a written retirement income strategy can prepare you for a successful retirement, then it's up to you!