Our Process

Four Steps to Your Retirement Success

Making decisions for the “rest of your life money” takes precise planning and ongoing evaluation. Our planning process results in creating a plan that accomplishes your goals and achieves your dreams. We place a strong emphasis on income planning and safe money strategies. We also take the time to understand the intricacies of your unique financial situation because we recognize that no two clients are exactly the same. There is no cost associated with the Four Steps to Your Retirement Success process.

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The first stage is mutual discovery. Our team gets to know you, and you get to know us. We gather detailed information on your financial situation. This is crucial for creating a culture of open communication about your goals and priorities.


We clearly identify your financial goals, priorities and resources and then explore the most efficient way to reach those goals using your available resources. We create a custom Capital Management Plan with scenarios for maximizing your resources: Pensions, IRAs, 401(k)s and Social Security.


At this stage, we propose a plan or several plans for you to reach your financial goals, while preparing for the what-ifs in life. This is where we work together to finely tune your plan. Once we determine a solution that works for you, we implement the plan.


Each year we review your plan and your current situation to ensure that everything is working as it should to reach your goals and maintain your lifestyle. We will recommend adjustments to your plan as your needs and options evolve.


Take the First Step

We’ve helped thousands of clients, each with unique goals and objectives, plan for retirement.

Call Union Retirement Solutions at 1-877-355-9080 to find out how you can achieve the comfortable retirement you’ve been working and saving for.