It wasn\u2019t so long ago that retirement meant a pension\nand a gold watch, but today\u2019s world looks much different than it did for\ngenerations past. The burden of retirement falls more heavily on the shoulders\nof individual Americans than it ever has before, but you don\u2019t have to carry it\nalone.<\/p>\n\n\n\n
New Generation Retirement\u00ae<\/sup> is a holistic\napproach to retirement. It consists of a five-step retirement system that we will work through together. Through\nthis process, you\u2019ll be confident that you have given careful consideration to\nasset allocation and risk, income planning, asset maximization, legacy planning\nand tax strategies.<\/p>\n\n\n\n 1. Selecting a Financial Services Professional<\/strong><\/p>\n\n\n\n Step One helps you understand the role of a\nfinancial services professional and introduces New Generation Retirement System.<\/p>\n\n\n\n 2. Fact and Feeling Finding<\/strong><\/p>\n\n\n\n Step Two encompasses thought-provoking questions\nabout your financial well-being and how you feel about it. It begins with the\nColor of Money Risk Analysis and incorporates the elements of discovery and\nclient feedback.<\/p>\n\n\n\n 3. Strategy<\/strong><\/p>\n\n\n\n Step Three arms you with a deep understanding of\nyour goals and objectives, as we craft and present a holistic strategy based on\nyour goals and objectives. Your takeaway from this step will be a series of\ninsightful reports always accessible to you through your Generational Vault\naccount.<\/p>\n\n\n\n 4. Solutions and Executing<\/strong><\/p>\n\n\n\n If there are parts of your plan that include\ncreating new accounts or purchasing new financial products, Step Four lays out\na clear, documented process to do so. This step is characterized by efficiency\nusing forward-thinking technology such as electronically-generated and\npre-populated forms with e-signature capabilities.<\/p>\n\n\n\n 5. Ongoing Relationship<\/strong><\/p>\n\n\n\n Our work together isn\u2019t over when we have completed\nthe retirement process and product selection. Step Five addresses how we\ncontinuously work toward your long-term goals and objectives and help you\nmonitor your financial progress.<\/p>\n\n\n\n When you work with our company, each step is\nrecorded in Generational Vault so you can be confident knowing that you have\ngiven careful consideration to every detail of your retirement strategy.<\/p>\n\n\n\n With a focus on a new generation of\nretirees, our company uses the New Generation Retirement system, which is based\non three hallmarks of creating a successful retirement strategy: stewardship,\ntransparency and technology.<\/p>\n\n\n\n Stewardship<\/strong><\/p>\n\n\n\n Providing you with a stewardship\nlevel of service means we have the responsibility to present solutions that are\nthe right fit for you. Our commitment to you is that we will always keep our\nfocus on your goals and objectives and will act with transparency throughout\nour relationship. <\/p>\n\n\n\n Transparency<\/strong><\/p>\n\n\n\n Our commitment to transparency\nensures that each step of our work together is recorded and that every document\nand report is easily accessible to you. This is visible through a strong\nfoundation of technology.<\/p>\n\n\n\n Technology<\/strong><\/p>\n\n\n\n The right technology can make\nmanaging and organizing your retirement an easier process. When you partner\nwith our company, you receive access to Generational Vault – a secure online\nportal that allows you to easily organize, manage and access your financial\nlife.<\/p>\n\n\n\n Generational Vault serves as the\nvehicle to document and record our commitment to act as a steward and be\ntransparent throughout our relationship.<\/p>\n","protected":false},"excerpt":{"rendered":" It wasn\u2019t so long ago that retirement meant a pension and a gold watch, but today\u2019s world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don\u2019t have to carry it alone. New Generation Retirement\u00ae […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\nThe Five Steps<\/strong><\/h3>\n\n\n\n
Why choose Palmetto Retirement Specialists, LLC<\/strong><\/h3>\n\n\n\n