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Five-Step Retirement Blueprint Process

For more than 20 years, our goal has been to help make retirement dreams a reality for today’s retirees. At Kingdom Purposes Investment Planning, we specialize in working with retirees and those nearing retirement to help preserve their assets, plan their future and protect their legacy.

Our Approach

Our disciplined 5-Step Retirement Blueprint Process provides an outline while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and objectives, we will tailor a plan to help you reach your destination.

Our People

Our advisors are held to a fiduciary standard, which requires them to put the best interest of you, our client, first. Our team of highly trained individuals is ready to serve you and your family for years to come.

Our Commitment

Our promise to you is that during your pre-retirement and retirement journey, you will never be without a plan and a team to walk alongside you every step of the way. We built this business with the core belief of helping every person who walks through our door with their best interest in mind because we don’t want to be your next financial advisor; we want to be your last.

Step 1: Discover

discover

Are we a good fit?

Clarify your values
Identify goals and dreams
Discuss concerns
Review current plan
Provide statements
Perform risk assessment
 

Step 2: Diagnose

diagnose

Can we add value?

Evaluate fees and risks
Stress-test current portfolio
Identify potential pitfalls
Uncover opportunities
Share our approach
Decie if we're a good fit
 

Step 3: Develop

develop

Build a tailored plan

Structure retirement income
Optimize Social Security
Utilize tax-efficient solutions
Develop an insurance strategy
Plan for long-term care
Review legacy planning
Implement retirement plan

Step 4: Deliver

deliver

Review and Finalize

Financial progress report
Updated account summary
Review new accounts
Setup online access
Set review frequency
Identify missing pieces
Establish next steps

Step 5: Dedicate

dedicate

An ongoing relationship

Periodic review meetings
Account monitoring
Regular refinement of plan
Consistent communication
Value-added services
Workshops and webinars
Client events and socials

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.

Or give us a call at 309.263.1333

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