what to expect
your first appointment
First Appointment Process
In this episode, Paul and Travis discuss everything you need to know about your first visit.
We are confident you will benefit from our meeting. You will have the opportunity to get to know us as we visit to find out how we can serve you. To be effective and efficient with your time and ours. If you are married, we request that both you and your spouse attend.
Documents can be uploaded via our secure portal below or emailed to ad***@*************rs.com
what to bring
your first appointment
- Latest financial statements such as retirement accounts (401(k), TSA, 403(b), etc.), brokerage accounts, life insurance policies, and annuity policies.
- Wills & Trusts
- Estimate of monthly income, monthly expenses, and social security /pension income
Documents can be uploaded via our secure portal below
your path to retirement starts here.
No retirement journey is identical to another. Our Retirement Roadmap process provides a solid framework for developing a plan based on your unique goals and circumstances. Completing the pre-appointment sheet in advance helps us prepare for your visit and better understand your priorities and situation.
Documents can be uploaded via our secure portal below or emailed to ad***@*************rs.com
ivanoff retirement insights
tune in to learn more
Join us live every Saturday at 9 am on The Patriot as we dive into every day topics about retirement and how to plan better for your future.
our process
GPS
We begin by understanding your current financial picture and future goals to create a personalized retirement roadmap.
retirement roadmap
Using what we learned, we build a personalized financial strategy aligned with your goals, timeline, and comfort level.
ARRIVAL PLAN
Once your plan is in motion, we handle the details & track progress so you can enjoy your path to retirement with ease.
RETIREMENT
In retirement, we monitor and adjust your plan as life and markets change, keeping you confident every step of the way.
Contact Us
address: 6021 Katella Ave Suite 125
Cypress CA 90630
Phone: (714) 553-1490
