The Protected Retirement Process®

Phase I: Vision – What You Want

Vision Leads To Priorities, Priorities Determine Goals

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Phase II: Assess – What You Have

Get a Clear Understanding of Where You Are Today and the Lifestyle You Desire.

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Phase III: Strategy – What You Need

Customized Financial Blueprint Will Uncover Obstacles, Known And Unknown, And Provide Solutions

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Phase IV: Action – Get Things Changed

Taking Action Will Lead To An Abundant Retirement And Will Provide Peace Of Mind

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