Begin Your Retirement Review
Complete the form below and you will be sent a link to begin the retirement review. The process for the review is as follows:
- First you will be sent an electronic engagement letter to define the scope of the review.
- Then you will be sent a link to Blueleaf, an account aggregation and performance reporting partner. This will allow for real time updates and tracking for your retirement account information, and provides the means for ongoing reporting and monitoring.
- Then you will be sent a link to MoneyGuidePro® where you will complete a risk profile and additional information about your retirement goals, financials, as well as concerns. Your initial login will consist of your email address as your User ID and your last name and date of birth as a temporary password (LastMMDDYYYY).
- Finally, we will schedule a meeting or phone call to review your plan and determine how to best implement the recommendations.