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Our Process

At Simply Secure Financial, we believe that your retirement strategy should be as individual as you are.

Through our multi-step process, we will discover your goals so we can help you build the retirement of your dreams.

We want you to be well-informed about your options and have created this process to guide you along the way.

Discovery

This appointment will be a no-obligation opportunity for us to get to know each other better.  We will ask a series of questions to learn about your financial situation and your goals for the future.  We will also provide an overview of our services and discuss how we could work together.

Recommendation

After our initial meeting, we will present a customized financial strategy for you.  We will present our recommendations based on the goals you outlined and will take as much time as needed to fully answer your questions.

Clarification

Only after all recommendations are understood and all your questions have been fully addressed will we begin implementation.

Implementation

We will guide you through every step of the implementation process to ensure we’ve addressed any concerns and that you completely understand the recommended strategies.

On-Going Evaluation

Depending on the strategies implemented, we may opt for quarterly, semi-annual, or annual appointments to review your needs and to help ensure the strategies are still aligned with your goals.

Contact us today for a no-obligation financial review!

We are dedicated to providing financial guidance and wealth strategies that are designed specifically for you. Simply put, we strive to be our client's trusted financial advocate.

E7747 Cut Off Rd · New London, WI 54961
Phone: 810.434.4222 · Email: info@simplysecurefinancial.com

Simply Secure Financial and June Kirby are not affiliated with or endorsed by the U.S. Government, any governmental agency,
or any federal benefits programs discussed herein. Your personal specialist at Simply Secure Financial may offer insurance
services, and as such, is a licensed insurance professional with training and experience in federal employee benefits.

© 2020 SIMPLY SECURE FINANCIAL. ALL RIGHTS RESERVED.