CAN YOU SEE YOUR
RETIREMENT BIG PICTURE?
Looking for a new perspective on your retirement? Mott & Associates can help bring your financial future into focus.
When you’ve spent years focused on planning your retirement, it can be hard to see the forest for the trees. Each detail seems as critical as the next, and it’s far too easy to lose sight of what’s really important — the big picture.
For nearly 30 years our team at Mott & Associates has been working with Florida residents who are eager to take a step back, embrace the big picture and simply enjoy the view. We manage each step of the retirement planning process for our clients, and our results speak for themselves.
What keeps us focused on the big picture? One clear beacon — when planning your retirement, we know that everything starts and ends with you. You have unique needs, your situation presents unique opportunities and no one knows these better than you do. We ask, we listen and we plan. Our success is as simple as that.
Take A Financial Selfie
So what is your big picture? Why not take a financial selfie and see what you might be missing? It’s free and takes just a few minutes.
Each of our written and implemented financial action plans is centered around your unique needs. How do we keep your big picture in focus? We have developed a proprietary six-step process to gather, analyze, communicate, implement and adjust all the critical factors in your retirement.
To help us create an appropriate financial strategy tailored just for you, we will gather complete information about your financial resources through what we like to call a financial check-up.
GET IT IN WRITING
Once approved by you, your wealth management plan will include an overview of your current financial situation, key assumptions used, our strategies and detailed action steps to help you work toward your financial goal...
SET CLEAR GOALS
We like to set goals early, usually during our first complimentary and completely confidential meeting together. During this time, we get to know you and discover your values, concerns, goals and expectations...
IMPLEMENT THE PLAN
We are committed to this step of the process. Without implementation, your financial goals might not be realized. So we stand by you, every step of the way, to implement each and every phase...
ANALYZE & EVALUATE
Our team will conduct a thorough analysis to identify strengths and weaknesses in your financial situation in light of your goals. We will note any immediate concerns and identify any potential problems that may stand in the way...
MONITOR & ADJUST
Our service to ongoing financial planning clients like you includes periodic reviews with you – in person or by phone – so we can track progress toward your goals and make changes as may be needed due to...