Game Plan - How it works

posted Apr 5, 2012, 1:41 PM by Janelle deRocquigny   [ updated May 7, 2014, 3:10 PM ]
A good plan is having a solid Game Plan.  Over the last few years, there is no denying that volatile capital markets have caused investors to question if their retirement plan is on track.  To address this, we have created the GAME PLAN Process - a powerful four step process that provides direction in the area of Retirement Income Planning.

Here is a quick video overview of how we work the GAME PLAN. CLICK FOR VIDEO

If it has been awhile since your retirement income plan was updated, don't hesitate to contact the office to initiate a review.

If you know someone that that may benefit from learning about the GAME PLAN Process, please fee free to share the link.


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