What should I do next?


I. Where you WANT to go

VISION – determining your vision and goals for retirement. STRESS TESTING your current portfolio is this powerful first step in the G.P.S. process. It will help you identify strengths, opportunities, potential issues and concerns with your current financial situation.

II. Where are you now

Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. The PORTFOLIO STRESS TEST will determine inconsistencies with where you want to go. Solutions to fix any problems as well as creation of a retirement income plan will be discussed.

III. Calculate route

Your Plan – the strategies discussed during your second meeting will be implemented. Reaching goals requires action. Once your route is calculated, you should have an easy-to-follow path to reach your retirement goals.

IV. Re-assess

Continuous review to keep you CONNECTED to your retirement path – your portfolio will be monitored to ensure it is in line with your objectives, including any new changes, situations or needs that may arise.


Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 248-641-3900 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Have Questions for Walter and Brett?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Other commonly asked questions:

How much risk should I be taking during retirement?

Learn More

How much am I paying my existing advisor?

Learn More

Will I run out of money?

Learn More

How do I leave a legacy?

Learn More

How do I avoid probate?

Learn More

How do I stop losing money in the market?

Learn More

How do I develop an income plan?

Learn More

How do I know when to retire?

Learn More

What should I do next?

Learn More

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Investment Advisory Services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and The Burzynski Group are not affiliated companies.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The “10 Things to Know About Planning Your Retirement Income Report” is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.