A Logical and Sequential Approach to Planning Your Retirement
A Logical and Sequential Approach to Planning Your Retirement
6 Steps to Retirement is a specially designed retirement income planning process. It was developed to assist people to systematically organize, evaluate, and leverage their financial resources into a retirement cash flow that is predictable, sufficient, and sustainable.
The reality is that most retirement and financial service providers are product-focused, featuring their particular brand of investment and/or insurance products. Ours is a planning first approach that is designed to help you achieve an efficient and effective income that will support your desired retirement lifestyle and will last a lifetime.
"6 Steps to Retirement" was written to help you understand that financial and retirement planning is much more than just investing your money and helping it grow. It’s about helping you effectively leverage and protect your hard-earned savings so you may confidently achieve and maintain the lifestyle you have aspired to.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and ProIncome are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Privacy Policy
ProIncome operates www.6stepsbook.com, which is a retirement and financial information website.
This is to inform website visitors regarding our policies with the collection, use, and disclosure of personal information if anyone decides to use our services.
If you choose to use our services, you agree to the collection and use of information in relation to this policy. The personal information we collect is used for providing and improving our services. We will not use or share your information with anyone except as described in this policy.
What information do we collect from you and about you?
To serve our client needs, ProIncome collects information to satisfy certain legal and regulatory requirements, while other information is collected so that we can service your account effectively. Examples of the information that we collect includes:
• Information from your account application and other forms, such as name, address, Social Security number, telephone number, employment information, income, net worth, investment experience, and other information to service your account effectively. We may also collect information from consumer reporting agencies.
• Information about your financial transactions, including securities purchased and sold, fund transfers, account balances, and other account activities.
To whom do we disclose your information?
ProIncome does not sell your personal financial information to anyone. However, we do disclose your personal information to third parties or outside companies that help us process your transactions or service your account. One such company is the clearing firm which processes your transactions and acts as the account custodian. We may also provide information to outside service providers that help administer your accounts. Any outside company or third party provider must limit their use of your information to the purpose for which it was provided.
ProIncome may also provide your personal information when permitted or required by law or regulation. Examples include providing information in response to a subpoena or court order, to cooperate with regulators, governmental authorities or law enforcement authorities, or in response to a request from a consumer reporting agency.
Outside of these circumstances, we will not provide your personal information to third parties unless you have specifically asked us to do so.
What do we do to protect your personal information?
We restrict access of your personal financial information to personnel who require that information to service your business. All employees are trained regarding the policies and procedures encompassed by this privacy policy. We maintain physical, electronic and procedural safeguards to guard your personal information. This privacy policy applies to all of our current and former clients. If in the future, this privacy policy needs to change for any reason, we will provide you with written notification of the change, allowing you the opportunity to opt-out.
Copyright © 2021 ProIncome - All Rights Reserved.