Planning for retirement requires a holistic approach, and Admin316 has developed a retirement solution to help you achieve your financial goals. We are your retirement solutions specialists.
We start by getting to know you, your goals, and objectives. This crucial step guides the development of your personal goals. These goals are long term and short term goals. After we’ve worked with you to develop a strategy aimed at reaching your goals, we’ll implement and maintain it for you on an ongoing basis. We use a software solution that updates daily with you account balances. We use an approach we call four cornerstones. There is a verse in the bible that says to build your house on sold rock and not shifting sand. We believe your life path is the same thing. We focus on Short-Term, Long-Term, Investments, and Risk Management, no one is more important than the other. An example of this is that, it does not make sense investing in the marketing hoping to get an 8 - 12% ROR on your money when you are paying out 25- 28% in credit card debt. We must have a course of action that encompasses everything. You must have 6 months of expenses saved so that you can operate from a place of strength. Once we have all bases covered, we can focus on the future. We simple education process to provide you with retirement solution services.
Our process:
We use an approach called four cornerstones. Matthew 7:24-27 " You must build your house on solid rock and not shifting sand." We believe your finances should include short-term savings, long-term savings, Investments, and risk management, not one more important than the other.
Talk to one of our education managers to set up an appointment. Retirement is not an age. It is a number. What is your number.
Retirement is not an age, it is a number. What is your number? Use your Emoney account to keep track of everything.
If you would like to set up a meeting with an education manager, please click on the link below.
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