Our Qualified Retirement Process

Western Retirement Consultants guides their clients toward prudent and tailored retirement financial strategies with cutting-edge technology and analytic tools. We offer objective guidance and are dedicated to the retirement plan industry and overall personal retirement plan readiness. Our tenured specialized team are considered trusted strategic partners. At Western Retirement Consultants, we believe in relationships built on trust and engagement. Optimizing plan and participant outcomes is our goal.

 

We can help with the following 5 areas of your plan:

 

 

Plan Design

 

Participant Education & Communication

 

Fiduciary Management

 

Investment Monitoring & Review

 

Plan Benchmark & Analysis

Let’s Get Started

 

Our Personal Planning Process


Geoff believes that the most important part of an effective plan is flexibility.  Flexibility to make choices in the future that may not be realized or anticipated today.  By spending the necessary time to truly get to know our clients and their families, we can more effectively plan for the unexpected allowing you to spend your time and energy on the things that matter most to you. 

Every relationship starts with a no-cost consultative meeting to understand where you are at today, and where you want to go.  From there we create a plan that covers investments, insurance, education costs, retirement and any other objectives specific to your needs.  Most importantly, the plan is consistently monitored and revised to ensure that it grows alongside you and your family.

 

The planning process incorporates:

  • Investment Management
  • Budgeting
  • Debt Reduction & Elimination
  • Education Funding
  • Insurance
  • Retirement Income Analysis