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 toward your goals.
Many brokers believe that risk is necessary and unavoidable, and should simply be seen as an acceptable part of playing the retirement planning game. At Stearns Retirement Group, we refuse to play the “game” with our client’s portfolios. Instead, we implement conservative, low-risk strategies to assist in protecting their assets and help to secure their financial future.
Investing for Income and Growth
We believe our clients’ investments should create consistent, reliable income throughout retirement. With this financial planning goal in mind, our strategy for each client revolves around the idea of generating the income necessary for our clients to enjoy a comfortable retirement, without sacrificing their current lifestyle. By investing in conservative, time-frame committed investments that generate a steady dependable stream of income; we are helping to ensure our clients will know exactly how much money they will generate from their investments, with the least amount of risk.
Peace of Mind
Retirement should be full of confidence and enjoyment, not worry. We understand that financial security is directly related to our client’s peace of mind. Through open communication and a solid, conservative approach, we are able to take the “worry” out of retirement planning and help ensure our clients do not lose sleep over their financial future.