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Cyan Retirement Strategies are innovative programs addressing your specific needs through the advisory services of Ken Finster. Ken holds an MBA degree and has extensive experience as an entrepreneur. He has taught in both commercial and university settings. This background gives him a strong foundation for the “business” of planning for retirement, and how various financial products fit into the broader picture. Ken can explain both simple and complex concepts and strategies so that anyone serious about their retirement plan can understand them and implement them. In addition, if you're a "numbers person", Ken is adept at detailed documentation, and is happy to drill down into the specific spreadsheets, projections, reports, and backup data developed based upon your current position and your goals.
Once your retirement plan is established, we will continue to stay in touch to ensure that your goals stay on track. If and when any changes need to be made, plan revisions will be evaluated and documented. We are always available as you move forward with the implementation of your plan.
It’s a collaborative effort. First, we’ll want to schedule 45 to 60 minutes to understand your goals, and to show you how our unique process works. During this meeting, we can do a simple set of projections that indicate where your current retirement plan is likely to lead. If you don’t have an existing retirement plan, and are merely saving what you can, that’s not a problem. We can still give you a sense of what your retirement readiness looks like.
During this initial appointment, we’ll also discuss our unique process of “finding money” that you may be losing, unknowingly and unnecessarily, based on your current financial decisions. If you choose to work with us, we’ll leave a concise, confidential questionnaire for you to complete so that we can create a financial “snapshot” for further work. Upon receipt of the questionnaire, we’ll start our review process, and we’ll contact you with questions that will allow us to better understand your decisions and goals. Then we’ll schedule a second meeting to show you money we’ve “found” in your finances – money that will allow you to save more for retirement – and what the impact of this additional savings might be.
We will review with you many of the financial products on the market, including assessments of the safety, growth, tax, and inflation aspects of the products. Between Cyan Retirement Strategies and our affiliated partners, we will assist you as you choose the best places for you to put your retirement funds.
Ongoing monitoring of your retirement plan’s progress is implemented as reviews, at least annually, of the various components of your plan.