Financial Services

Retire Ready Roadmap

Our Retire Ready Roadmap service helps you pave the way to creating a clear path toward a stress-free retirement.

Longevity with Assurance

Our team of professionals help you implement a full strategy as you enter the retirement phase, using a variety of investments and insurance products and services that address your unique financial requirements, preferences, and concerns.

Retire Ready Roadmap

The Process

Discovery Meeting

Exploration of your vision and objectives

At our first meeting, we get to know each other and go over your financial position, objectives, and concerns. This includes a review of your income plan, investment plan, tax plan, healthcare plan, and RMD plan. If you do not have any of these in place, we are able to build out what you need when we move forward.

  • Income Plan
  • Investment Plan
  • Tax Plan
  • Legacy Plan
  • RMD Plan
  • Healthcare Plan

Portfolio Review & Commitment

Complete analysis of your strategy

In our next meeting, we review the information along with a risk and cost analysis of your investments. In addition, we complete an income, social security, and RMD analysis for the information required for a robust macro approach. After this meeting, we determine if we are a fit.

  • Risk Analysis
  • Cost Analysis
  • Income Analysis
  • Social Security Analysis
  • RMD Analysis

Reviewing & Implementing the Plan​

Putting it into motion​

The third meeting is where we begin your Retire Ready Roadmap. We provide a detailed construction of your advanced planning objectives, income retirement plan, investment plan, tax plan, healthcare plan, and legacy plan. Client agreements are signed to initiate the transfer process.​

  • Income Plan
  • Investment Plan
  • Advanced Planning
  • Tax Plan
  • Healthcare Plan
  • Legacy Plan

Relationship & Expectation Management

The path forward

In our fourth meeting we review everything in a wholistic way and reiterate and review the structure of the plan. Money is invested, and we review the specific risk parameters and investment recommendations. This meeting allows us to implement advanced strategies and establish a review process for moving forward.

  • Reiterate Structure of Plan
  • Reiterate Expectations
  • Review Accounts
  • Implement Advanced Planning
  • Establish Regular Review Process

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More on Our Process

Every step of the way

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Abrahamsen Financial Group

Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934).

Our Client Relationship Summary is also available here [https://s3.amazonaws.com/static.contentres.com/media/documents/350836fc-1b0f-4434-bdb2-1536050b034f.pdf]. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Abrahamsen Financial Group and MariPau Wealth Management, LLC are not affiliated entities

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