It was not so long ago that retirement meant a pension and a gold watch, but todays world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you do not have to carry it alone.<\/p>\n\n\n\n
New Generation Retirement is a holistic approach to retirement. It consists of a five-step retirement \u00a0system that we will work through together. Through this process, you will be confident that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.<\/p>\n\n\n\n
The Five Steps<\/b><\/p>\n Step One helps you understand the role of a financial services professional and introduces New Generation Retirement System.<\/p><\/li>\n\n Step Two encompasses thought-provoking questions about your financial well-being and how you feel about it. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.<\/p><\/li>\n Step Three arms you with a deep understanding of your goals and objectives, as we craft and present a holistic strategy based on your goals and objectives. Your takeaway from this step will be a series of insightful reports always accessible to you through your Generational Vault account.<\/p><\/li>\n\n If there are parts of your plan that include creating new accounts or purchasing new financial products, Step Four lays out a clear, documented process to do so. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.<\/p><\/li>\n\n Our work together is not over when we have completed the retirement process and product selection. Step Five addresses how we continuously work toward your long-term goals and objectives and help you monitor your financial progress.<\/p> When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement strategy.\n<\/p><\/li>\n<\/ol>\n\n\n\n Why choose Feld Financial<\/strong><\/p>\n\n\n\n With a focus on a new generation of\nretirees, our company uses the New Generation Retirement system, which is based\non three hallmarks of creating a successful retirement strategy: stewardship,\ntransparency and technology.<\/p>\n\n\n\n Stewardship<\/p>\n\n\n\n Providing you with a stewardship\nlevel of service means we have the responsibility to present solutions that are\nthe right fit for you. Our commitment to you is that we will always keep our\nfocus on your goals and objectives and will act with transparency throughout\nour relationship. <\/p>\n\n\n\n Transparency<\/p>\n\n\n\n Our commitment to transparency\nensures that each step of our work together is recorded and that every document\nand report is easily accessible to you. This is visible through a strong\nfoundation of technology.<\/p>\n\n\n\n Technology<\/p>\n\n\n\n The right technology can make\nmanaging and organizing your retirement an easier process. When you partner\nwith our company, you receive access to Generational Vault – a secure online\nportal that allows you to easily organize, manage and access your financial\nlife.<\/p>\n\n\n\n Generational Vault serves as the\nvehicle to document and record our commitment to act as a steward and be\ntransparent throughout our relationship.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
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