Start Your Retirement Journey Today

Our 4-Step Retirement Planning Approach

Retirement is both a financial and emotional milestone. The future you once imagined is now a reality, bringing with it a mix of excitement and uncertainty. As you enter this next phase of life, your relationship with money changes, as does your overall approach to it.

The good news is that you have control over what comes next. You can control how and where to invest your money. You can control whether you have a financial plan to generate reliable retirement income. But how and where do you get started? That’s where our dedicated fiduciary team comes in.

Life brings major decisions, and you deserve guidance tailored to your specific needs. At Johnson Brunetti, we make it a priority to keep things simple and easy to understand. Our 4-step retirement planning approach isn’t just about hitting a number — it’s about designing a lifestyle.

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Step 1

The Retirement Discovery

During your first visit, we begin to uncover what’s at the heart of your financial concerns. This in-depth discussion will help clarify your retirement goals and vision for the future. We want to understand who you are and what you want to accomplish.

Step 2

Your Money Map Retirement Review™

After we’ve thoroughly reviewed your financial situation, we walk you through your custom Money Map. This one-page, actionable plan shows you where you are now: what’s working, what could use improvement, and the full scope of your assets.

Step 3

The Retirement Design

If you decide to become a client, this meeting is when we begin to implement, clarify, and guide your strategy. As we start putting changes into action, our goal is to deliver a plan that you understand and believe in.

Step 4

The Strategy Meeting

As a client, the purpose of your first strategy meeting is to provide a roadmap for your finances. We will review and adjust your plan as needed based on life and market trend changes. This is also a chance to discuss what comes next in our ongoing relationship.

Joe D.

Joe D. is a client of Johnson Brunetti and received no compensation for his statement.

“Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting your clients’ many different real life stories.”

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
John L.

John L. is a client of Johnson Brunetti and received no compensation for his statement.

“We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you for everything!”

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Jackie L.

Jackie L. is a client of Johnson Brunetti and received no compensation for her statement.

“I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Laura H.

Laura H. is a client of Johnson Brunetti and received no compensation for their statement.

“Your corporate values and mission have stayed constant which we’d say is the primary reason we are so satisfied. We believe that mission should never change.”

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Barbara S.

Barbara S. is a client of Johnson Brunetti and received no compensation for her statement.

“We are very happy with Johnson Brunetti. It has really taken a load off our shoulders. Thank you.”

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.
Christine Q.

Christine Q. is a client of Johnson Brunetti and received no compensation for her statement.

“Your services are exemplary and greatly appreciated by my husband and myself to live out our retirement years feeling safe and secure. Thank you!”

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

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Start Your Retirement Journey Today

The Retirement Discovery

Your Money Map Retirement Review™

The Retirement Design

The Strategy Meeting

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.

Testimonials received in response to Johnson Brunetti survey conducted in 2024. Please click here for a description of the survey and the overall results.