Your financial goals and individual needs are
most important to us as we help plan and manage your retirement. To
assist you in understanding Wiley Group's experience, our approach
to retirement planning and our investment management strategies, we
have outlined our three step introductory process.
1. The 15 Minute Phone Call
This is the first step in our process and our purpose is for you
to get to know us, and for us to get to know you. Deciding who you
will trust with your hard earned money is not something we expect
you to take lightly. So, this step gives you the opportunity to
talk to us without committing to anything more than 15 minutes of
your time.
2. The In-Person Appointment
Prior to your first meeting with Wiley Group, you will receive a
comprehensive email questionnaire to complete. Your response to
this will help us more fully understand your current financial
situation and prepare our initial financial analysis. During the
appointment, we will gather additional information, update our
analysis and identify an ideal long term plan. We typically test
several scenarios with different retirement ages as well as
alternate saving and spending levels to further refine your ideal
scenario. If your results produce a "yellow" light, we will make
suggestions to improve your probability of success and create a
"green light" prior to retirement.
3. Financial Serenity
Getting to the "green light" is how we define 'financial
serenity". If you have the "green light" then you have the comfort
of knowing that your plan is on track. And if you are off track, we
can advise you on how best to achieve your optimal scenario. If you
decide to become a client of Wiley Group, we will monitor your
financial projections to make sure that you stay on target.
LET'S GET
STARTED
