OUR PROCESS

Working Together to Solve Your Financial Goals

At Decision 1 Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

  • Retirement Income & Social Security Maximization Planning

  • Advanced Tax Planning & Tax Minimization Strategies

  • Investment & Risk Management Strategies

  • Estate Planning & Legacy Planning

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Decision 1 Financial, we work hard to bring our clients the financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

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Learn more about how our products can help you.

The Decision 1 Financial Three Step Process

Introductions

In our first meeting, we’ll get to know each other. We will talk about what your financial objectives are, and what it is that you’d like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Building Your Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k’s, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.