Our Retirement Consulting Process
At Bayview Financial Group, we offer comprehensive retirement planning for individuals, families and business owners through a four-step process.
During our first meeting, we talk about your current financial situation and future retirement goals. We also discuss the details of our potential advisory relationship moving forward, including what to expect from us and how we are compensated. This introductory retirement consultation is free of charge.
The second consultation takes place within a couple weeks of the first, and this is where we present you with your personalized retirement planning blueprint. Distilled from our previous conversation and the financial information we have gathered, your blueprint is customized to your unique needs and goals.
Should you choose to move forward with Bayview Financial Group, our third consultation will focus on executing the directives described in your retirement planning blueprint. This includes signing account applications, transferring documents and making distribution requests.
As part of our ongoing consulting relationship, we meet regularly to check in on goals, review performance and make necessary adjustments to keep you on track toward a comfortable retirement. This includes a formal annual review and quarterly conversations, either by phone or in person.
There is no such thing as a one-size-fits-all retirement package when you work with a Bayview professional retirement consultant. We tailor our individual retirement planning services to meet your unique financial needs and retirement goals. Using your financial blueprint as a guide, we work with you to select the services, strategies and products that best serve your objectives. We call it Goldilocks retirement consulting: everything you need, and nothing you don’t want.
- Goal Identification and Goal Setting
- IRA Contributions
- Social Security and Medicare
- Investment Planning
- 401(K) Plans
- Long-Term Care Insurance
- Income and Distribution Planning
- Pensions and Annuities
- Life Insurance