1047 Summit Grove Drive Suite 305

Watkinsville, GA 30677

6342 Grand Hickory Drive Suite 204

Braselton, GA 30517

302 Abbey Court

Alpharetta, GA 30004

Our Firm

“An informed client is an empowered client.”

Our Seven-Step Approach

Our philosophy at Stearns Retirement Group is that we are the coaches here to assist you in identifying and working toward your financial goals. Our seven-step educational process helps you identify your objectives and develop strategies to help you achieve them, while also better ensuring that you avoid common mistakes and are well-prepared for potential challenges along the way.

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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