Our Process and Your Role

Our 3 Step Process

 

1.  Retirement Planning: 

Comprehensive planning to help ensure your Family and Business are financially independent of each other

  • Understand your budget, cash flow and desired lifestyle
  • Forecast your goals
  • Know the amount of personal assets you need to retire

 

2.  Business Succession Planning:

Prepare your company for the event of your Retirement, Death or Disability

  • Identify potential buyers and/or key people
  • Fund a buy/sell agreement

 

3.  Legacy & Estate Planning*:

Prepare your Money for your Family tax-efficiently*

  • Discover what’s important to you
  • Help protect your assets
  • Map out a distribution strategy

 

  

The key to planning your future is an open line of communication between us.  Help us understand how best to help you.  It’s important to:


Know each other. Please call us to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.


Tell us about yourself. The more we know about you and your family, the better we can address your needs. But we won't act on a hunch. we'll only act on what you tell us is important to you.


Learn from this process. This is a dialogue. You'll want to ask lots of questions about our recommendations. We encourage you to ask for explanations and details and to challenge us when you think we've left something out.


Work together. Our job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of our recommendations. The decision will always be yours.


 

 

 

*Niether John Hancock Financial Network, Signator Investors, Inc., nor its representatives provide tax or legal advice. Please consult your tax or legal professional for guidance.