What We Do

Our process

We help our clients to have a happy and fulfilling retirement.  Using our unique planning process, Retirement Transitions, we  apply a more comprehensive approach to your future.

Our 5-step process will set you on your way.

1. CANDID CONVERSATION & RPS
To better serve you, we need to speak freely, discuss difficult issues, truly get to know you, and trust one another…that is what candid conversation is all about. Our innovative RPS – Retirement Preparedness Score will have you thinking about retirement in new ways.

2 NETTWORTH NAVIGATOR
Drawing on countless years of combined experience, the NettWorth Navigator is utilized to provide a snapshot of your current situation. The NettWorth Navigator begins with a discussion about your goals. Only through a complete understanding of a client’s goals can we successfully prepare the proper plan.

3 RISK TOLERANCE EVALUATION
Every investment plan must be based on your time horizon and risk tolerance profile. By completing the risk tolerance evaluation, we ensure that we have the information needed to recommend a suitable investment strategy.

4 NETTWORTH INVESTMENT PLAN
While incorporating all of the information gained in steps 1-3, we will recommend a suitable investment plan designed to meet your goals and objectives. Unlike the typical plan, the comprehensive NettWorth Retirement Plan is built around living, not just retiring.

5 NETTSERVICE
Our proprietary service program is available only to NettWorth Financial Group clients. It provides you with the confidence to know that you are important and that you have the support of the entire NettWorth Financial Group team. In both good times and bad, we promise that you will have access to us at your convenience. With multiple communication tools, you can relax knowing that we are working hard to keep you up-to-date and informed.