How We Work

The Retirement Conversation Starts With You

Have you ever felt like your financial advisor is just too focused on products? Does it seem like they’re talking down to you and just trying to impress you with their expertise? Or does it take days just to get a return phone call?

Planning for retirement can be complicated. You need to work with an advisor who asks the right questions, takes time to understand you, and can tailor a strategy to your unique situation.

At StrategyPoint Financial, we’ve developed a simplified, integrated approach to retirement planning which takes place over four distinct stages:

Discovery

We’re listening. We want to learn more about your life, your family, your vision of retirement and what makes you tick.

Design

After our initial meeting, we'll start mapping out priorities and developing strategies utilizing our AIM Retirement Planning System.

Discussion

Let’s talk about what we’ve outlined and get your feedback. We want to make sure this is the right path for you and your family.

Launch

It's time to implement your strategy and walk you through the steps you’ll take to pursue each milestone along the way.

Finally, we understand that life changes. So, on a regular basis and when it’s convenient for you, we’ll schedule CheckPoint Meetings. We’ll get together either in-person or virtually to review your accounts, discuss any new developments in your life and fine-tune your strategy as needed.

Don’t wait. Call us at (630) 534-6000 to schedule your complimentary, in-person consultation or click the button to book your meeting online today.

Contact Us

1155 S Washington Street | Suite B300

Naperville, IL 60540

T: (630) 534-6000

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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