Our SSG Process



Our SECURE STRATEGIC GOAL discovery process addresses your unique situation to create your own retirement planning system





Contact Us Today to Request Your Copy of This Informative Retirement Brochure




The SSG Retirement Process Overview:



Let’s face it, the traditional Wall Street model of selling proprietary products and cookie-cutter solutions does not work for everyone.

We believe the world is too complex and your situation is too unique to try to wing it or create a retirement income plan for a lifetime without a disciplined system and strategy tailored to your needs and working on your behalf.

With our SSG Retirement Planning System, the focus is on your needs . . . first and foremost. As an independent firm, we literally have a fiduciary duty to act in your best interest. (That’s a legal obligation to do what’s best for you).

Through the collaborative process you get answers to your questions and an organized approach to your retirement planning, retirement income, and wealth management goals.


Our independent, disciplined SSG Retirement Planning System helps you answer questions like:

  • How can I feel confident in my own financial and wealth management plans?
  • When can I retire, or achieve financial independence so that I can enjoy the life that I envision for myself?
  • How can I grow my retirement nest egg in today’s economic uncertainty and volatile markets?
  • What IRA, wealth management, tax saving, and estate planning strategies do I need in place today?
  • In retirement, how can I preserve AND growth my retirement portfolio while still creating the income I and my family need?

In short, we help you avoid and manage risks, save on taxes, invest according to your goals, and protect your wealth for future generations.


What We Believe, What We Do:

We believe it is vital to uncover your true goals and organize your financial life around your priorities and desires to give you the ability to reach them.

We believe that the specific retirement planning and investment tactics that we select together must be customized to create a predictable, disciplined system for you.

We believe that we can make a difference in your life by helping you preserve your money and mitigate the numerous risks which can undermine the life you want to lead.

As your independent partner in retirement planning and wealth management, here is how we execute that strategy together.


Gain Clarity By Taking Advantage of The 

   7-Step SSG Retirement Planning System

7 Step Retirement Planning System


You can profit from the following steps:

  • Financial and Retirement SSG Discovery – Through a goals questionnaire and one-hour meeting,
  • Personal, Income Planning Analysis Relative to Your Goals – Analyzing your current investment and asset levels, and their ability to produce retirement income for you, review different options relative to your appetite for risk so we are prepared to make recommendations,
  • Your Peace of Mind Retirement Roadmap - To help turn retirement planning, income, and wealth management strategies into actions and results so you can accomplish your wealth management goals and avoid many of the common risks,
  • Create Your Investment Portfolio – To improve your investment health, avoid risks where possible, and execute your own investment plan as part of the system to get you on track for your retirement income goals,
  • Maintaining Your Wealth Management Health – To help build and coordinate your Wealth Management strategies and your extended Wealth Management Team,
  • Maintaining Your Investment and Retirement Income Health – To adapt to volatile markets and financial conditions, and to keep your portfolio in balance with your growth and income goals, and
  • Updating Your SSG Retirement Planning System - To keep your Peace of Mind Retirement Strategies™ current with both your life and external changes. To communicate with you to keep you up-to-date and also answer your questions.


To get more information on our SSG Retirement Planning Services, request a complimentary 2nd Opinion Consultation.