Guiding You to Greener Pastures in Retirement
Get Started With Our Proven Approach
Every great journey begins with a dream. For Garret Hanson and Nicolas Sudderth, that dream was helping people gain peace of mind about their finances. Growing up in a small Texas town, they learned the value of hard work, community, and the freedom that comes with being prepared for whatever life brings.
After years in the financial industry, Garret and Nicolas realized the problem wasn’t that people weren’t saving enough—it was that they didn’t have a clear plan for the future. Retirement felt like an uncertain wilderness instead of the peaceful, wide-open range it should be.
That’s when The Open Range Retirement Process was born. Designed to bring clarity, confidence, and freedom, our process helps you navigate the complexities of retirement planning. Like the open range, it offers endless possibilities with the structure and guidance needed to succeed.
“Guiding You to Greener Pastures in Retirement” is more than just a slogan; it’s our mission. We create personalized strategies that align with your goals, so you can embrace the retirement you’ve worked hard for. With The Open Range Retirement Process, you’ll move from uncertainty to a future of growth, security, and peace of mind.
Schedule Your Complimentary Retirement Review
Step One
Discover – 30 Minutes
Purpose:
The first step in your retirement journey is about understanding what truly matters to you. During this initial 30-minute meeting, we focus on you as a person—not just your finances. We will discuss your goals, your family, your lifestyle preferences, and what your “greener pasture” looks like. It’s all about understanding your values, vision, and aspirations, so we can align our planning with what matters most to you.
We’ll ask you insightful questions to help clarify your dreams for the future and identify any challenges or uncertainties standing in your way. This meeting is an opportunity for you to share your vision and for us to ensure that we’re on the same page as we embark on this journey together.
Result:
By the end of this meeting, you’ll have a sense of direction and be prepared to take the next step toward a secure, prosperous future. You’ll be ready to embark on The Open Range Retirement Process, with a clear understanding of how we’ll work together to make your vision a reality.
Step Two
Analyze – 1 Hour
Purpose:
Once we’ve gained insight into your vision, it’s time to take a deeper dive into your current financial situation. This 1-hour meeting is focused on understanding where you stand financially. We will review your assets, income, expenses, debts, and any other financial details that are critical to your retirement planning.
Our goal is to leverage the assets you already have—whether it’s savings, investments, real estate, or other sources of wealth—and develop a strategy that will set you on the path to your ideal retirement. We’ll also discuss your desired retirement lifestyle, timeline, and any other factors that may influence your strategy.
Result:
After this meeting, you’ll have a clearer picture of where you stand financially and how we can best utilize your resources to achieve the retirement you’ve always envisioned. Open Range will start crafting a customized retirement plan designed to ensure you are fully prepared for the future, giving you peace of mind and confidence in your financial strategy.
Step Three
Implement
Purpose:
With a strategy in place, the next step is to assess where you are currently and where you want to be in the future. In this 1-hour meeting, we’ll compare your current financial state to your desired retirement goals. We will identify potential risks, gaps, or considerations that may impact your progress.
We’ll present our tailored retirement plan, which is designed to guide you toward your “greener pastures.” This plan will cover everything from investment strategies to risk management, tax optimization, and income planning. We will ensure that you’re on the right path and that every aspect of your plan is aligned with your goals.
Result:
By the end of this meeting, you will fully understand how your plan works and the steps you need to take to bring your retirement goals to life. You’ll be ready to begin the onboarding process, starting the next phase of your journey toward a financially secure retirement. Our team will support you every step of the way, ensuring smooth execution of your plan.
