757-807-9505 - email@example.com
We work closely with our clients to STRATEGICALLY plan for retirement
HR Retire is an independent financial advisory company comprised of FIDUCIARY advisors 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 advisors, we strongly believe that not all client scenarios are the same and there is no one size fits all approach to your retirement. You deserve more than just investment advice and portfolio management from your advisory team, you deserve a company who will listen to you, work with you and treat you like family!
Our team of Advisors has over 15 years 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 those we work with based on trust, respect and quality service.
Task: Our process starts with everyone getting to know each other and ensure 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 complied 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, to make any necessary updates to Retirement Outlook 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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4456 Corporation Lane Suite 115
Virginia Beach, Virginia 23462
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