| How our process works
If you want one of our individualized retirement plans,
the procedure works like this:
1. Confirm which retirement plan you want. Then
pay the fee, using our secure on-line system. Alternatively, you
can
send
payment
to our office using a check or money order.
2. We email you basic questions: your age, the age you would like
to retire, your goals in retirement. You can answer by email, or
for privacy you can use our secure form. If you prefer, you can
answer the questions by sending us an ordinary letter.
3. When we have those answers, we next email you a list of things
we need to know about your present income and the income sources
that you'll have when you retire. We will need certain confidential
information, but we don't ask for anything that's not essential.
For example, we don't want to know your bank account numbers and
Social Security number.
4. Finally, we email questions about your current expenses.
5. As we receive information from you, we begin
to analyze it. We usually ask some follow-up questions as we build
up a picture
of
your retirement (everyone is different and the details are critical).
In our analysis, we may make suggestions about how you could save
money, and we may also pass on other valuable information that
we've learned — if it suits your situation. (We don't get
commissions from anyone. Our only cost to you is the fixed fee
we charge. This puts us entirely on your side.)
6. When we have all the information, we key your data into our
Retirement Forecaster program. This is retirement
software we
developed. It is nothing like an ordinary retirement "calculator".
7. We write a plain English summary of what our analysis shows,
and list your options. We also attach output data from the computer
program itself, so you can review that information as well, or
later use it as a reference.
8. The report is sent to you by courier express and it requires
your signature on delivery. This protects your privacy.
Our calculations are guaranteed to be accurate based on the information
you supply, and the assumptions and projections that we need to
use in forecasting. (Which we make plain to you) Because our services
are informational based we cannot offer refunds, however, we strive
to insure you satisfaction and will always work towards your best
interest.
All of your personal and financial information is safe with us
and you won't ever receive unsolicited emails from Retirement-4-U.
Click here to read more of our information
privacy processes.
Next step
If you already know what assessment you want, here's how to order it. |
