Tucson Office

2960 N Swan Rd

Suite 216
Tucson, AZ 85712

Our Process

The Retirem8 System

The Retirem8 System

The Retirem8 System is our 8 Step repeatable yet customizable client experience process .

Listen

First we get to know you. We want to hear about your goals and “Life Philosophy” . We want to help you identify your “why”.

Assemble

We will help you assemble the important data: income, expenses, assets, beneficiaries, existing insurance, will/trust, etc.

Analyze

We will Analyze and organize the information we have gathered together.

Present

We'll then be able to present our findings to you based on our work.

Plan

Then it's time to develop a plan.  Select the right investments and strategies. Identify risks and take action to mitigate them.

Validate

 We want to make sure you understand and agree with our plan for you.  After all, it is YOUR Plan.

Implement

We will take everything we have learned about you and put your plan into action.

Monitor 

We will work hard to stay in routine contact with you, monitor the results, review with you your life events and adjust the plan accordingly.