Welcome Aboard

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Your Retirement Is Waiting

"Every great flight begins with a flight plan. Every great retirement begins with ... My Retirement Flight Plan."

Are you on the correct retirement flight path? Come fly with us.
Click "Go Now" to find out if you are on track.

Boarding Pass

MWM

To Retirement
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Seat

A01

First Class

Family/Individuals

My Retirement Flight Plan

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Boarding Pass

MWM

To Retirement
Boarding

Now

Seat

A01

Business Class

Business Services

Support for all areas of business.

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Retirement Flight Plan Process
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    PRE-BOARDING

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    FLIGHT-PLAN MEETING

  • plane-5

    TAKING FLIGHT MEETING

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    LANDING IN RETIREMENT

Pre-Boarding

During our initial meeting, the goal is to get to know each other, discuss your vision for your family's desired financial future and take a snapshot of where you are currently. We’ll take the information gathered to analyze your asset allocation, risk and performance. All information is confidential and for your use only. Our financial analysis will review cash flow, retirement projections and estate issues. (no cost for this)

Pre-Boarding

Flight-Plan Meeting

In this follow-up meeting, you’ll get our analysis report explaining what your current financial data shows based on your assumptions and expectations. Strategies that may help you reduce risk, increase returns, reduce taxes and eliminate estate issues will be discussed. We will also present our recommendations for resolving any issues we found. (no cost for this)

Flight-Plan Meeting

Taking Flight Meeting

Should you choose to implement our recommended strategies, we will discuss in-depth how we can help you with your current investment portfolio. We will review any costs you would incur to implement the recommended strategy. (all costs and how we get paid will be discussed)

Taking Flight Meeting

Landing In Retirement

Our team will work with you to implement your plan. We will help you track and monitor your progress. You will receive regular updates via phone and statements. You will also have access to all account documents through our online client portal. We will annually review your asset allocations, risk exposure, performance and estate issues. Our team is always happy to answer your questions!

Landing In Retirement
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Time for TakeOff

Ready to take flight and land comfortably in retirement?

Let's make history.

Contact us today to discuss how we can take your retirement to new heights.

Reserve Your Seats
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Ready to Take Flight in Retirement?

Download our free “Above and Beyond” brochure to help evaluate your retirement readiness.

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Above and Beyond

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