Retirement Select Program
Today, technology allows us the capability to work with clients, regardless of location. Over the years, we have refined our process, taking full advantage of web based technology and meeting software. This has allowed us to expand our reach and help protect clients across the country. Access to high quality wealth management no longer has a zip code.
This call is scheduled with one of our senior advisors, by you, via our online booking calendar. This initial call is designed to answer any questions you have as it relates to the Retirement Select program. This conversation often times goes many directions, but usually dives deeper into our investment philosophy, a detailed description of our process, and fees associated with the program.
After determining you are a fit for the “Retirement Select” program, we will email you our planning agreement. Once these documents are executed we will then schedule you to begin the planning process.
The Discovery Meeting
We begin every relationship with a discovery meeting. This meeting, and each subsequent meeting, is attended by you and your advisory team through the use of web-based software. ie Zoom, Skype, etc. We have refined this process over time to be seamless and extremely efficient. The discovery meeting serves as an integral step in the process allowing us to learn more about your situation, the purpose of your money, and what is most important to you. This meeting usually last around 60 minutes.
From there our team of advisors, will go to work behind the scenes, to develop an overview of your personal economy and construct a multifaceted strategy that protects the purpose of your money. This will include a vast array of purpose-driven investments representing a multitude of asset classes. Each one will serve its own specific purpose within the plan.
We then move on to a “Strategy Meeting” where our recommendations are presented to you, from an educational perspective. While many of our clients are sophisticated investors, many are not. We will teach the plan from multiple perspectives including both written and visual. The contents of your plan will be assembled into a leather binder which is delivered to your home, or office, and include descriptions of all investment selections, advantages and drawbacks of each, and the math that supports them. After the second meeting we prefer you spend some time absorbing our recommendations and developing questions.
A third meeting provides us with an opportunity to discuss any questions and determine, in what capacity, you would like to move forward. This meeting usually last 30-45 minutes.
The implementation of your plan is made simple through the help of our operations staff and electronic signatures.
All of our clients have direct, and ongoing, communication with their team of advisors on a regular basis. The nature to which we provide portfolio reviews, and other forms of one-on-one communication, is left to your discretion and preference. Additionally, all of our clients have access to online investment tracking through our client portal, and mobile app.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Transc3nd, LLC, a registered investment advisor. e3 Wealth, LLC, Transc3nd, LLC and MAS are not affiliated entities.
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