Successful Retirement Takes Planning
In the book of Proverbs it says, “Plans fail for lack of counsel, but with many advisors they succeed.” The Provision Team can provide you with valuable insights and solutions that can help your plans succeed.
The Provision Process Makes Planning Easy
At Provision Retirement we understand the importance of preparing for the future. The following four steps outlines our process. We would be honored to help you create a sound plan for your retirement years. The Provision process works well for those approaching retirement, and those already in retirement.
Our Four-Step Process
Step 1. People
A successful retirement plan is a result of a strong relationship between you and your retirement planner, one that’s built on the understanding that your interests come first. Through this relationship, we can help you navigate the challenges of retirement planning. It is the relationship and our understanding of your needs that enables us to build you a customized plan.
Step 2. Plan
The plan is the second step. The question for most people approaching retirement is, “Will I have enough money through my retirement years?” The Provision Lifetime Income Plan addresses that question. The plan maps out how your retirement income will meet your needs for the rest of your life, and identifies the best way to pass your assets on to your children and grandchildren to establish a strong legacy.
Step 3. Position
A retirement plan is only helpful if steps are taken to position your assets to work for you. The Provision team will lead you through the process of transfers, rollovers and other complicated steps required for putting a plan in motion. Your savings and investments have to be handled with care, because they must be positioned to provide for the rest of your life. This is why Step Three is so crucial.
Step 4. Provision
If you are approaching retirement, or in retirement, you need a team of professionals to guide you year after year. This is step four of our process – making sure your retirement plan is providing for your needs.
It is during this stage that our relationship continues to build as we help you navigate the unique complexities of retirement planning. It’s our privilege to take the time to invest in your life as we help you manage your investments.