CLEARLY DIFFERENT INVESTMENT MANAGEMENT

Retirement Planning

Together, we'll walk through each step of the planning process to help you design your ideal retirement with a focus on creating stability and security as you transition toward retirement.

Perissos can help you plan for retirement.  A good Retirement Plan acts as a guide that helps bring confidence to the decision-making process.

Step 1. Getting to know one another

The initial visit is really about getting to know you. What does your ideal retirement look like? What do you value most? Do you want to travel, or do you prefer to stay home and work in your garden? Everyone’s ideal retirement is different, and our goal is to help you clarify yours.

During this visit, you will also learn about our process and the experience you can expect to have if you choose to partner with us.

Step 2. Clarifying Goals

As part of the initial meeting, we will help you clarify your goals. We will discuss your short-term needs and long-term wants as we develop your goals that will guide the planning process.

Step 3. Organize

Once we have clarified your goals, we begin the planning process by gathering relevant documents and information. We will provide  you a link to our Financial Planning questionnaire software so you can easily input your financial information we need to begin drafting your plan.

Step 4. Draft Your Plan

We will draft your Financial/Retirement plan, which will act as your roadmap to reaching your goals. We consider your time horizon, future income needs, and other information unique to you.

Step 5. Investment Plan

The way your investments are managed is a vital component to reaching your financial goals. We will go over the different investment management strategies and styles to better align your investments with your overall financial plan during this process.

Step 6. Implementation

Once we have finalized the Financial/Retirement and Investment Plan, we will work towards implementation.

Step 7. Monitor and Adjust

We understand that the future is uncertain, and because neither of us has a crystal ball, your financial plan is designed to be fluid. As your life circumstances change, we need to adapt and change your plan as well.

Do you still have questions regarding our planning and investment process?

Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.

Let's Talk
Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.
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Contact Information
  • Brandon VanLandingham
  • 3030 NW Expressway
    STE 200 #330 Oklahoma City,
    OK 73112
  • 405.212.9690
  • brandon@perissosprivatewealth.com
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