About Us > Our Process
The Jackson Group Process
When you picture your ideal retirement, it’s not luck, the economy or hot stocks that will make it happen; it’s about the plan and level of commitment to it. We believe that in both investing and retirement, the process you follow has a significant influence on the results you achieve.
- STEP 1 Personal Discovery
- This is your opportunity to reflect on and gain clarity around your goals and personal values. In turn, this allows us to gain a thorough understanding of your early retirement options and ideal lifestyle.
- STEP 2 Integrated Planning
- We craft a comprehensive retirement plan that can weather all markets and support the values you've defined. This includes income sources, tax-efficient strategies and risk management.
- STEP 3 Implementing the Plan
- Your portfolio is constructed as part of your overall roadmap for the stages of retirement. We begin to implement all of the recommendations presented.
- STEP 4 Monitoring the Plan
- As your retirement unfolds, we focus on monitoring portfolio performance and periodically rebalance to keep up with changing markets and your changing life.
- STEP 5 Consultation & Communication
- We serve as a central point of communication for you, your existing tax and legal advisors, and our own specialists. Our goal is to keep all parts of your plan relevant, cohesive and up-to-date.
Get in Touch with Our Team
If you have questions about your retirement, your wealth or your investments, feel free to get in touch with us by filling out the form below or calling our office.*Required fields