At Disciplined, we provide financial planning for our clients at no additional charge. The focus is on devising a plan of action that will provide peace of mind through your retirement.
Disciplined Retirement Central employs highly sophisticated software (see right column) that enables us to accurately model each client's specific financial situation, and stress test the plan according to a wide range of potential events. Life is dynamic, and so is our planning process.
Of course, planning for your retirement demands more than software, and more than just a financial view. The personal side is just as important. We will work closely with you to build a team of experts who will help you avoid critical mistakes and structure the retirement of your dreams.
Larry Stein is a CERTIFIED FINANCIAL PLANNER (CFP®).
Disciplined Retirement Central is your own website designed to provide easy access 24/7 to the information you want -- financial or personal -- your own login and password; it's just for you.
In a single screen, you can view your:
Another Advantage: A Digital Vault
There is also a digital vault where you can upload key documents, such as legal, financial and medical information.
Security: Certified Hacker Safe
Our system is Verisign certified to be hacker safe and uses the highest level of encryption currently available today. Read here for more information.