• Request a no-obligation visit today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

    DISCOVER MANY OF THE OPPORTUNITIES AVAILABLE TO HELP YOU PLAN FOR YOUR FINANCIAL FUTURE.

    GPS | Guided Planning Strategy

    Concept Visit: “What you Want”

    Clarify together where you want to go. We’ll identify your retirement aspirations and concerns. We will collect all pertinent statements and information. We will discuss our process in depth, and review our next steps. We will begin developing your individualized strategic analysis.
    SCHEDULE YOUR DISCOVERY VISIT


    Discovery Visit: “What you Have”

    We will review your retirement aspirations and concerns. We will review your individualized strategic analysis that we have prepared using your financial information. We will identify strengths, opportunities, and agree upon gaps that you believe need to be resolved. You will, maybe for the first time, truly understand your portfolio’s true risk, actual fees, and historical performance. We will also show you what will happen to your investments if 2008 happens again within 99% probability. IF we are a fit we will begin the development of your strategic actionable plan.
    TOGETHER, DETERMINE IF WE ARE A “FIT” SCHEDULE YOUR STRATEGY & IMPLEMENTATION VISIT


    Strategy/Implementation Visit: “What you Need”

    We will review your retirement aspirations, concerns and the gaps that you decided needed to be resolved. We will then review your strategic actionable plan and how it individually strengthens positive aspects, leverages current opportunities, and bridges gaps in your current financial plan. We will then discuss next steps to improve your retirement plan and explain the actions that need to be taken.
    IMPLEMENTATION OF STRATEGIC ACTIONABLE PLAN


    Our GPS Process consistently helps people nearing, or in retirement, realize the possibility of living their Perfect-Retirement®!


    Strategies for Financial Independence

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Perfect-R[email protected] or call us at (610) 797-1500 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Free Comprehensive Analysis & Comparison of Your Portfolio
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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.