Our Firm

“An informed client is an empowered client.”

Our Seven-Step Approach

Our philosophy at Stearns Retirement Group is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.

STEP 1

Identify lifetime objectives & strategies

STEP 2

Understand all your options

STEP 3

Determine your risk profile

STEP 4

Build your allocation model

STEP 5

Optimize your investment allocations

STEP 6

Identify tax reduction and catastrophic preservation strategies

STEP 7

Schedule regular periodic reviews

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