We are excited to be working with you
You took the first step towards a safer, more secure retirement! Let’s take the rest together.
Here you will find an overview of your risk-based retirement plan process, meet our team and find resources to enhance your retirement journey
Get started
Step 1
Social Security Analysis – Determine what the correct Social Security claiming strategy is for you!
Step 2
Schedule Your Meetings – Be it for your first advisor meeting or with your Social Security Analyst, we are happy to help get you scheduled!
Step 3
Answer Your Questions – Whether your questions are about documents or about your Retirement Protection Package, we will guide you and answer your questions the best we can!
Step 4
Retirement Risk Education – We can point you to our great resources such as our podcast or blog if you want more information on specific topics as you meet with our team to put together your risk-based retirement plan.
The onboarding team is here to help you!
Great question! Onboarding is where we build the framework, so you are given the best possible risk-based plan and roadmap that is unique to your retirement. The RRA way means we are with you every step of the way, doing the work for you and helping along the way.
After onboarding you will continue to meet with your advisor and our team to assemble and review the construction of your risk-based retirement plan. Our goal is to protect you from the risks you will face in retirement—and that is just what we have begun doing!
What’s after onboarding?
Great question! Onboarding is where we build the framework, so you are given the best possible risk-based plan and roadmap that is unique to your retirement. The RRA way means we are with you every step of the way, doing the work for you and helping along the way.
After onboarding you will continue to meet with your advisor and our team to assemble and review the construction of your risk-based retirement plan. Our goal is to protect you from the risks you will face in retirement—and that is just what we have begun doing!
Meet your Team
Joanne Black
Onboarding Specialist
Autumn Kainec
Onboarding Specialist
Alisha Wright
Social Security Specialist
Jackie Patterson
Account Specialist