Protecting your financial future!
757-807-9505 - firstname.lastname@example.org
HR Retire is an independent insurance agency comprised of FIDUCIARY agents providing retirement planning services in Hampton Roads. With our location near the Town Center of Virginia Beach we are conveniently located to all seven cities. Unlike most financial professionals, we strongly believe that not all client scenarios are the same and that there is "no one size fits all" approach to your retirement. You deserve more than just investment advice from your retirement planning team; you deserve a company that will listen to you, work with you and treat you like family!
Our team has over 20years of experience in Retirement Planning. We are knowledgeable and experienced handling all types of Qualified and Non-Qualified investment accounts.
Our approach to Retirement Planning begins with a discovery phase where we learn about you and your retirement needs. From there our process allows us to identify any areas of concern or opportunity and subsequently offer recommendations that meet our clients individual needs.
At HR Retire we are committed to providing the best service possible for our clients. It is our intent to build lasting relationships with our clients based on trust, respect and quality service.
Task: Our process starts with everyone getting to know each other and ensuring any initial questions are answered. We then complete a discovery session identifying income, assets, liabilities, expenses and objectives that will be the foundation of a detailed Retirement Outlook. The information gathered is then compiled into our retirement software where we can then begin a thorough analysis of the perspective clients Retirement Outlook.
Action: The next step of our process involves the review of the completed analysis of the clients Retirement Outlook. We then discuss the findings and answer all questions related to the analysis. We then present various strategies that address and remedy any areas of opportunity or concern related to the Retirement Outlook. We then begin the implementation of the chosen strategy handling all necessary requirements and keeping the clients well informed throughout the process.
Result: Retirement and retirement planning can be very fluid, and it is essential to work with a company that will, at minimum, meet with you annually for asset and expense reviews, make any necessary updates and review the Retirement Outlook. This part of our process is very important and helps ensure that all areas of opportunity and/or concern are remedied. Ongoing assistance and support related to your implemented plan is our promise to our clients. Once you become a client, you become family!
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4445 Corporation Lane Suite 276
Virginia Beach, Virginia 23462
For more information contact us at 757-807-9505 or fill out the form below
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