5-STEP RETIREMENT PLANNING SYSTEM
From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone.
New Generation RetirementTM Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning system that incorporates three hallmarks of our company – fiduciary, transparency and technology.
Together, we will traverse the five important steps in the New Generation Retirement Planning SystemTM. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.
2. Fact and Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
3. Retirement Planning
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution.
4. Solutions and Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
5. Ongoing Relationship
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault®, RFID Data Blocker cards, ByAllAccounts and Wealth Watch®. When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.
Why choose Cooper Financial Investments, LLC
With a focus on a new generation of retirees, our company used the New Generation Retirement Planning System, which is based on three hallmarks of successful retirement planning: fiduciary, transparency and technology.
Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.
Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. This is visible through a strong foundation of technology.
The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship.