Fortner Financial Services Inc

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Pre-Retirement Education & Planning

WHAT WORKED FOR YOUR PARENTS OR GRANDPARENTS, most likely won’t work for your family. As a result, The Retirement Planning Group has developed a proprietary process called The P.R.E.P. Process.SM The process is a multi-step approach designed to take away the frustrating experience that can be associated with planning for retirement. We help with the prioritization of goals, retirement income forecasting, distribution strategies, insurance analysis, investment and estate planning recommendations—all of which are summarized in a personalized Retirement Plan. Essentially, we help individuals answer the age old question:
“Do I have enough money to retire?”