Phase I: Vision – What You Want

The Protected Retirement Process®

Vision Leads To Priorities, Priorities Determine Goals

Presentation

What is the Pyramid of Clarity? • What’s the problem with starting with goals first? • Avoid the “Assembly-Line Planning trap.

Here attendees will learn how the Assembly-Line Planning industry starts with goals and why it could be detrimental to you, the client. It usually means they are recommending a product BEFORE they really know you or your situation.

Downloads

Want to travel? Give to charity? Volunteer? Working together, we determine what your dream retirement looks like.

Phase I (The Protected Retirement Process)

Contact

360 Route 101 - Suite 1301 | Bedford, NH 03110

603-472-4447

media@gsrpnh.com

https://www.protectedretirement.com

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Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Triad Advisors are unaffiliated.

Phase I: Vision – What You Want

Presentation

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