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Our Process

At Fontaine Retirement Group, our process is holistic, client-centric and goal-oriented.

It starts with a complimentary consultation. This meeting offers you an opportunity to get to know us on a more personal level, and make sure we are a great fit for your needs. Once a mutually beneficial relationship is established, we will begin to gather important financial and personal information, as well as discuss your needs and goals.

Before offering any specific and accurate advice, it is essential that we have a clear understanding of your overall situation. We will bring clarity to your financial life by getting to know you personally, and reviewing the five key areas of your finances: insurance, taxes, estate planning, retirement, and investments.

A complimentary follow-up meeting will take place soon after, where we will review a summary of our observations, areas that require attention, and recommendations that will help you reach your goals. During this meeting, we will also provide you with a prepared Financial Action Checklist. This document, which summarizes suggested recommendations, will be reviewed with you to make sure you are clear on what each of those recommendations entails.

If and when you decide to implement our suggestions, we will create a plan to improve your overall situation and help you achieve your objectives. We will manage your investment portfolio, monitor your strategy, and meet with you on a regular basis to ensure everything stays on track.

As fiduciaries, we seek to build relationships with our clients that are founded on honesty, respect and integrity. Through regular and ongoing communication, we provide our clients with guidance, articles, and opportunities to attend educational workshops that are relevant to their situation.

Give us a call to schedule your Financial Check-Up. This one-hour private consultation is complimentary. You have nothing to lose, and a lifetime of financial confidence to gain.