Our Firm

Our philosophy at Stearns Retirement Group is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.

SEVEN-STEP EDUCATIONAL PROCESS

  1. Identify lifetime objectives & strategies
  2. Understand all your options
  3. Determine your risk profile
  4. Build your allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic protection strategies
  7. Schedule regular periodic reviews

 

“An informed client is a empowered client.”

Call our office at (706) 769-3346 / (888) 769-3346 or request your No Obligation Retirement Review now.