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Your Preferred Local Partner

Andrew O'Neill

Why Choose Us?

The New Generation Retirement System is based on three hallmarks of successful retirement planning: fiduciary, transparency and technology.

Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering strategies that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. This is visible through a strong foundation of technology.

Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. 

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Our 5 Step Approach

Five-Step Retirement System

With the continued loss of traditional pensions, the rising cost of healthcare, and economic upheaval, the average American can often feel like they’ve been left to navigate retirement on their own. But the truth is you don’t have to do it all by yourself.

 Our approach to creating a retirement strategy. It utilizes a five-step system that’s guided by three hallmarks of our company: fiduciary, transparency and technology.

  • Selecting a Financial Services Professional
    Step One helps you understand the role of a financial services professional and introduces New Generation Retirement Planning
  • Fact & Feeling
    Step Two encompasses thought-provoking questions about your financial well-being and how you feel about it. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
  • Strategy
    Step Three arms you with a deep understanding of your goals and objectives, as we craft and present a holistic plan based on your goals and objectives. Your takeaway from this step will be a series of insightful reports always accessible to you through your Generational Vault account.
  • Solutions & Executing
    Step Four lays out a clear, documented process to create new accounts or purchase new financial products. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
  • Ongoing Relationships
    Step Five addresses how we continuously work toward your long-term goals and objectives and help you monitor your financial progress. Our work together isn’t over when we have completed the retirement planning process and product selection. When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

Schedule Your Complimentary Meeting

Schedule a Complimentary Meeting Today!