ALNA Wealth works with federal civilians within five years of retirement. Our three-step process is designed to give you a clear picture and a retirement strategy built for you. You decide if moving forward makes sense.
A virtual or phone conversation covering where you are in your retirement timeline, which decisions are approaching, and what’s on your mind. We’ll also walk you through our process so you know exactly how we work.
By the end of the call, we’ll both know if moving forward makes sense.
Discovery is where we build a clear picture of your retirement preparation. We focus on helping you determine how well-positioned you are to answer four questions that matter before you retire:
The goal is clarity, not action
We return with a retirement strategy built specifically for your situation. We walk you through potential opportunities to improve your retirement preparation.
At the end of the meeting, you’ll have a clear picture of what working together would look like and the option to take the next step with us.
