Our Custom Planning Process
Our RetireBright financial planning philosophy is designed to help you reach your goals and make educated decisions. Supported by our four pillars — Wisdom, Income, Strategy, and Execution — our process helps us guide you along a clear path toward your retirement dreams.
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Discover
We will learn about your current financial situation, goals, priorities, and previous experiences with advisory relationships. You will learn about our commitment to putting you first as well as the services, process, and value proposition that help set us apart.
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Analyze
We will carefully examine all aspects of your financial goals and investment portfolio. Our team of professionals works collaboratively to identify custom strategies and investment opportunities designed to help enhance the probability of successfully reaching your objectives.
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Advise
We will present a comprehensive financial plan and custom investment proposal. This educational meeting is interactive and designed to help clients understand the impact and value of implementing a series of recommendations.
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Implement
Once we decide on proposed recommendations, open new accounts, transfer assets and implement your customized plan, you begin living the life you’ve long envisioned — whether that means chasing your grandkids, visiting some faraway land, helping your community, or learning something entirely new!
Take Control of Your Future
At BrightGuide Financial, we believe your financial strategy should be as unique as you are. Using the following services, we can help you build a strategy that fits your lifestyle:
Retirement Income Strategies
Alternative Investments
Asset Preservation Strategies
Long-Term Care Strategies
Annuities
IRA Legacy Planning
Life Insurance
Investments
Tax-Efficient Strategies
Wealth Management
IRA/401(k) Rollovers
Insurance products are offered through the insurance business BrightGuide Financial. BrightGuide Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by BrightGuide Financial are not subject to Investment Adviser requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.