At Atlanta Financial, we’ve re-drawn the map to retirement. Our “Retiring FITT” system, a proprietary program, is designed to empower retirees to make good decisions when going through the retirement process. It has changed the way we talk about retirement, putting the client and investor in the driver’s seat.
The system addresses 25 different aspects of retirement and helps clients develop a solid action plan for retirement by looking at the entire picture and providing the missing pieces. This comprehensive program alleviates fears of making critical and permanent mistakes.
Retiring FITT allows clients to consider how all aspects of retirement may affect their family’s financial health for decades to come. The program not only considers personal data, timelines, pensions, Social Security funds, compensation plans, insurance, 401(k)s and IRAs, but also addresses more overarching concerns such as purpose in retirement, philanthropy, legacy, budgeting, education, major purchases and more.
By placing the power back in the client’s hands and away from sales people, clients see the mystery behind retirement melt away. Aiming to provide clients with financial independence today and tomorrow, Retiring FITT takes them from the point of dreaming about retirement through the years of enjoying retirement.
Contact us today to learn more about Retiring FITT and get on the road to retirement.