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.

• Meeting with you to learn about your retirement needs and your lifestyle.
• Understanding your current cash flow needs.
• Understanding you current debt.
• Developing a personalized portfolio analysis based on your retirement income goals.
• Implementing a plan to achieve your long-term goals.
• Regularly reviewing your financial situation, goals, and income.
• Adjusting your plan as your retirement needs change.
• Monitoring and analyzing financial markets and news to keep you informed.
• Providing retirement planning and education to help you understand how our actions will help meet your long-term financial goals.This is a long form text area designed for your content that you can fill up with as many words as your heart desires. You can write articles, long mission statements, company policies, executive profiles, company awards/distinctions, office locations, shareholder reports, whitepapers, media mentions and other pieces of content that don’t fit into a shorter, more succinct space.

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.