Your First Year

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Helping you discover and preserve the prosperity in your life.

 

The Secure Future Experience™ is a step-by-step process designed for individuals and families looking for simple yet professional and comprehensive financial consulting solutions to transition into and through retirement. All appropriate areas of your finances will be discussed and thoroughly analyzed. We will work with you to manage any questionable circumstances we may have discovered, but more importantly, to uncover the most urgent challenges and concerns you may have. A complete personal financial plan will be presented with detailed action steps for you to take. Then for one year you will have full access to your team of advisors at Foos Financial Group to help you to implement your plan, follow up with you at scheduled regroup meetings, and act as your guide to lead you through the increasingly complex world of finance.

 
There are four critical steps that you will discover in your first year of counseling with The Secure Future Experience™. Each helps ensure the success of the whole. Investing in The Secure Future Experience will provide the foundation for the transition into and through your retirement.
 
1. The SFE Toolbox™
Step one is the collection, organization and scanning of all of your financial data into one easy to use system, The SFE Tool Box™. This exercise will help you clarify and summarize all of your assets, liabilities, spending habits, income sources, tax information, and legal documents into one concise file. This is an important first step to your personal empowerment.
 
2. The Focused Vision™
Step two is the emotional discovery of what prosperity in your life really means to you. This process is about “how you want to spend your time” in your retirement years. We will help you identify your goals regarding six key areas of your life plan: work, leisure, family, spiritual, physical, and philanthropic. You will uncover what is truly important to you and will be empowered to face your retirement with hope, confidence, and vision.
 
3. The Real Time Regroup™
Step three puts the work we have done in the previous two steps to action. Your Foos Financial team will strategically evaluate where you are financially vs what you want to do with your life and begin to build a plan that can help provide you with a reliable and sustainable cash flow model to help meet your needs. We will identify gaps and opportunities that will help “match your money with your time” and provide you with a SLIM™ plan: The Secure Lifetime Income Model™.
 
4. The Advocate Advantage™
Step four is when we make decisions together about the financial products you use and if we feel they need to be changed. There are two ways we can manage this process and the choice is yours. Since we are not restricted to any one insurance or financial product company, we can focus on your needs without feeling the pressure to promote a specific product. We can work with the companies you are presently using, or we can seek out industry leading products for you and make recommendations. We are here to advise you and help you implement these strategies.