Our Process

At Retirement & Estate Advisors our objective is to build long-term relationships with our clients.

That starts by first learning about your current situation and future goals before making any recommendations.

After analyzing a client’s data and discussing various strategies, recommendations and alternatives, clients have the option to implement those ideas. Our firm takes pride in providing recommendations customized to each client we work with.

After becoming an investment advisory client, plans and accounts are routinely monitored to ensure they still fit your goals and objectives. At a minimum this is done via a formal review at least annually*.

*At the Firm’s discretion a charge may apply to review previously purchased insurance or commission based products.