Our Financial Advisement Process Over the 25 years Gammon Retirement & Financial Services has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey: Establishing Relationship Gathering Data and Goals Evaluating Financial Status Review our Recommendations Setting Your Plan to Action Monitoring Portfolio Progress Establishing Relationship It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Gammon Retirement & Financial Services, and we hope that level of trust has given our clientele great confidence. Gathering Data and Goals Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it. Evaluating Financial Status Gammon Retirement & Financial Services encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will help get you where you want to go. Review our Recommendations All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you. Setting Your Plan to Action When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that aims to offer long-term results. Monitoring Portfolio Progress At its best, working with Gammon Retirement & Financial Services becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.