Why It's Important to Start Your Retirement Planning Journey Now
At Simon Quick, we understand the importance of early retirement planning and the impact it can have on your financial future. Embarking on your journey towards a secure and fulfilling retirement begins with a single impactful decision - starting today.
Our Advisors will conduct a thorough review of your tax situation and retirement plan including the following:
- Retirement plan reviews including:
- Traditional and ROTH IRAs
- Defined Benefits i.e., cash balance plans
- Defined Contributions i.e., 401(k), 403(b), 457 plans
- Tax return review
- Tax strategies to reduce your tax liability
- Tax-efficient investing
What Simon Quick Can Do For You
- Fiduciary management and no product-pushing.
- Work with an experienced team that goes the extra mile.
- Customized financial planning and investment solutions.
- Centralize and organize your financial life.
- The peace of mind that comes with knowing your advisory team is there to guide you through any financial decision.
Excited to Get Started?
Simply fill out the form below to let us know a bit about yourself, or schedule a time to talk with one of our advisors.
Learn How to Get Started
With Simon Quick Advisors
Step 1:
Give Us a Call
We’ll start things off by scheduling some time to talk over the phone with an advisor. This will give us a chance to learn more about your concerns, and you’ll have the opportunity to get your questions about our firm answered.
Step 2:
Data Gathering
If we believe we may be right for you, we’ll ask you to gather any relevant financial documents that could help us paint a picture of your current financial standings.
Step 3:
Establish & Define Our Relationship
At this time, we’ll go over the in’s and out’s of what you can expect in an ongoing relationship with our firm, including our services, fee structure and more.
Step 4:
Analyze Your Current Situation
Once we have all relevant information about your current standings, we’ll conduct an in-depth analysis of your wealth before determining a course of action in moving forward.
Step 5:
Develop & Present Your Plan
Based on your current standings, tolerance for risk and long-term goals, we’ll develop your personal financial planning checklist and Investment Policy Statement (IPS).
Step 6:
Implement Plan
When you’re comfortable with our solutions and ready to move forward, we’ll begin working on the next actionable steps together.
Step 7:
Report
Moving forward, we’ll continuously monitor your investment performance and reevaluate and readjust your financial plan as needed to stay on track with your evolving needs and goals.