We believe that by educating as many Union Members as possible on their individual retirement benefits and assisting them in true retirement planning and implementation of their plan, we are helping not only the Union Member, but also our opportunity to earn their trust and business over time. Once we have created your retirement blueprint or retirement plan that we all agree on, we will implement your plan in an efficient, cost-effective manner and take the guess work out of the situation for you. We will implement and manage your plan. After implementation of the written Financial/Retirement Plan an annual review is necessary to ensure the plan is on track to meeting the needs and expectations of our Union members. In life there can be life changes that require automatic revisions of a plan and other times we simply need to fine-tune small items to give the plan better direction. Each year we will use the previous year's Financial/Retirement Plan to grade the success of the overall plan. When our Union members begin retirement, we are sure that our long-standing trusting relationship with their Union and them individually will allow a seamless transition from active duty to retirement status. We will assist new retirees in filing for all retirement paperwork, focusing on efficiency and accuracy.