Retirement Income Analysis planning steps

There are five basic steps in our retirement planning process.

Step One: Initial consultation

This free, no-obligation consultation gives you a chance to talk with a Member Benefits’ specialist who can assess your situation and recommend the direction you should take.

Step Two: Data gathering

Fill out a data gather package before this face-to-face appointment. Over the course of 2½ hours, you’ll review a sample analysis, sign a service agreement, pay the fee, go over documents, and identify, develop, and prioritize your financial goals and objectives. Your assigned advisor will contact you with information how to set up your client portal and download/enter your information and documents prior to the meeting.

Step Three: Analysis and plan development

Our financial planner analyzes your information, develops strategies, and writes recommendations to meet your goals. You can request up to three scenarios for the planner to consider.

Step Four: Presenting the plan

At this face-to-face (or remote) meeting, the planner will review the analysis, present the recommendations, and describe the specific strategies included in the retirement plan.

Step Five: Monitoring progress

Includes one follow-up meeting within a year of the delivery of your analysis.  If you would like ongoing monitoring of your progress which includes adjustments to your plan, consider our Managed Account program.

Our Retirement Income Analysis is a fee-based service. There are no product sales or commissions attached to the service. So you will get an unbiased analysis of your situation.

If you would like more information about the Retirement Income Analysis, call 1-800-279-4030.