our process

1. The Discovery

First and foremost, we want to help you make more-informed decisions, so you can more fully understand the options that we offer you. We want YOU to be in control of your money. In addition to our private and confidential Goal Setting sessions, we’ll provide you multiple opportunities to read reports and guides and watch videos on subjects you want to become familiar with to help facilitate your journey. All of our resources are available to you at no cost, regardless of whether you ultimately work with us or not.

Free reports outlining strategies that may work for your situation
A wealth of video resources, including hypothetical case studies
Unlimited feedback on your insights and questions as you watch and read
A collaboration to establish reasonable goals unique to you
A thorough analysis of your financial situation

The result? We will help you identify stumbling blocks in your retirement preparation today and potential income gaps tomorrow. Our goal is to leverage all sources to help you maximize your Social Security▲ benefits to potentially get more from all your retirement income sources.

This can take place wherever it is convenient for you — in your home or office, in our office or at some other location. Or, we can even do it by phone or web conference if you prefer. With our network of specialized financial professionals around the country, we can accommodate whatever works best for you. During our discussion, we get into the details of your retirement dreams and help you determine the answer to these very important questions: What do you need your money to do for you? Do you want maybe income or permanent income? This is where we spend as much time as we need to understand your situation, address your concerns, answer your questions and potentially uncover factors you have not considered that could impact the long-term success of your retirement finances.

2. Preliminary Discussion

3. Review of Your Resources

Once your financial professional has reviewed your situation and knows what you hope to accomplish, we begin to suggest options. Some of this may occur in the first session, but we will never rush you into anything. We want to take all the time needed to get a full, clear picture of your circumstances and to establish a relationship with you. A shared vision, based on a genuine relationship, is a crucial element for success, now and throughout your retirement years.

Whatever your goals, we seek out annuity contracts and features that we believe may get you the most income for the least amount of premium. We will assess the benefits and present ones we feel best fit your needs and goals. We research up to 1,000 different products by highly-rated companies to find the combination that may best suit your requirements. Our exclusively-trained financial professionals can negotiate that path quite skillfully. Once you give permission, we will start working with the insurance companies that offer the contracts we feel will best help you achieve more of your goals.

4. Utilization of Available Tools

5. Collaboration on Your Goals

We know how important decisions about your retirement finances can be, and that you want to be sure before you act. When the premium requirements are put together, your financial professional will present our findings to you and explain the differences among the annuity contracts – including pros and cons to each. Again, we will answer your questions and give you whatever time you need to decide which, if any, of the products we’ve presented fit with what you’re looking to achieve.

This is all for and about you. We don’t tell you what to do with your money. We guide, and you decide. We will help you weigh your options so you can make a more informed decision. If you decide to follow one of the paths we have identified, we help implement it for you. This part can take several weeks. We’ll stay in touch with you throughout the process, and you can call us any time in the interim if new questions arise.

6. The Decisions

7. Ongoing Support

As soon as all the financial product pieces are in place, we will arrange time with you to finalize the strategy — signing contracts and funding. Then we want you to be able to relax and reap the benefits. We wish to remain your financial professionals specializing in your retirement income strategy for the rest of your life. That’s why we focus on building relationships early on. So, if your life circumstances are altered — or some other unforeseen situation arises — we will be there and ready to help you negotiate the changes you need to make.

Your Guided Planning System (GPS): Next Steps

The Interview

Our office will match you with a licensed insurance agent in your area - whom you can meet with in person wherever you are most comfortable OR in an online virtual meeting.

This is a FREE, no-obligation, 100% confidential discovery session, where you'll learn if an annuity is right for you and we'll learn how we can help you achieve your retirement goals.

Discovery Session

Before this meeting, our licensed professional will analyze your:

taxes°
fees
income sources
life insurance, annuities and long-term care benefits

We will zone in on your retirement income goals, using retirement-focused software that allows you to visualize your retirement reality. Together, you'll use this powerful tool to quickly assess and solve for any gaps or risks you may face.

Strategy Meeting

This is the final step of our 3-Step "GPS" Process.

This also happens to be our favorite step!

We bring your strategic, custom-tailored retirement income plan to you.

Get started with a Retirement Income Strategy intro meeting

By responding to this offer you may be put in touch with a licensed insurance agent regarding retirement income strategies using fixed insurance products. Allied Elite Financial is an insurance agency licensed in all 50 states (AR17677332/CA0K62245/TX2034282) and all producers of Allied Elite Financial have the appropriate licenses for the products they offer.
°Please note that Allied Elite Financial LLC, its affiliated companies, and their representatives do not give legal or tax advice. Consumers are encouraged to consult their tax advisor or attorney.

▲Allied Elite Financial and their representatives can provide information, but not give Social Security advice. Consumers should seek guidance from the Social Security Administration regarding their particular situation. Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.