: a careful method for achieving a particular goal
usually over a long period of time.
RETIREMENT with satisfaction and happiness..
ACTIONABLE preparation steps along the journey.
STRATEGIC retirement methodology by integrating our experience resources and tools.
Our proprietary process is future-focused and founded in a holistic, common-sense financial approach. For more information, please see Frequently Asked Questions.
*THE KEY2RETIRE FORMULA® is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. THE KEY2RETIRE FORMULA® FERS Toolkit, CSRS Toolkit, Scorecard, and Resource Checklist are educational only. No specific financial or retirement advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM), Retirement Office.
The Monroe Team, Inc. is a Registered Investment Adviser doing business as Keystone Advisory Group, Keystone Planning Partnership and THE KEY2RETIRE FORMULA®. Advisory services are only offered to clients or prospective clients where The Monroe Team, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Monroe Team, Inc. unless a client service agreement is in place. Kelly Lisa Monroe CA Department of Insurance License 0E40254.