How it Works:

Be Heard

Our goal of any first visit is to simply get to know you and what you want out of your retirement. Your unique needs and goals will shape your Authentic Retirement Plan, so we want to ensure you have every opportunity to speak up and express yourself. Answer as many, or as few, questions as you like. The additional questions are only there to help us make the most of the our introduction.

Be Prepared

After considering your current financial situation and present retirement plans we analyze your risk, fees and determine your unique retirement needs. This is where your Authentic Retirement Plan begins to take shape.

Be Confident

With your Authentic Retirement Plan, you can step toward retirement with confidence that your customized retirement planning strategy has been tailored to your unique goals, needs, and values. We are committed to supporting you through every step of your journey and are excited to welcome you to the Authentikos Community!