Financial Security Planning Process
To build financial security plans, we use a process based on the four cornerstones of financial security – financial security at death, at retirement, liquidity and disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education – then we look at product solutions to help address those specific needs.
This goal-based financial security planning approach is designed to help you:
- Better understand what financial security means to you by reviewing your current needs and defining goals
- Identify and discuss any roadblocks to achieving your goals
- Analyze your situation, identify any gaps and build a plan to help you achieve your short- and long-term goals
- Review and monitor your plan to help ensure it continues to meet your changing needs