With a well thought out succession plan, today’s retirees can feel secure knowing that they have Life Equities II by their side. Our team works together to make this process work smoothly from the start of every year to the annual review. We implement and service to include RMD calculations, and annual reviews on all retirement systems created by Life Equities II seasoned designed team.
The beginning of our first meeting starts as a listening session. It is vital to have an in-depth understanding of what a specific retiree’s concerns and goals are. Your goals and objectives lay the foundation for a customized retirement system.
Complete a Financial Health Check (FHC). An FHC involves inputting all financial data gathered from a retiree’s statements and a detailed income breakdown. We’ll complete multiple diagnostic tests to include a Financial Strength Indicator and a series of income gauges that show the impact of multiple different scenarios. An FHC is a cutting-edge proprietary model and typically takes up to 30 minutes to complete. This check will identify the wellness of your finances and identify any problem areas, which is a crucial factor in protecting your retirement future.
Life Equities II uses state of the art analytic tools along with our firms seasoned knowledge of the financial market to design the plan of action for your case. Dependent on the first two steps, each retirement plans combination of vehicles is specific to your objectives.
We will optimize your cash flow and growth potential. Our team has over 100 years of combined experience and will provide you with the right vehicles and best sequence to drive your objectives. Not only will your plan provide total peace of mind in retirement it will also keep you organized as you age. Which sets you up for success in the future taking you all the way through retirement and transfer of assets to your family without probate.
The process of going through the logistics of the transactions.
We are identifying which funds need to be liquidated and processed, and which assets are implemented. An implementation Agent along with the head of processing from Life Equities II will assist you through this process, ensuring that all goals and objectives have been accomplished. We highly recommend coming in for an Annual review. Annual reviews make sure that you remain on the right track and can give you the opportunity to discuss ongoing changes in your life.