New Generation Retirement

A five-step retirement system

New Generation Retirement® is a holistic approach to retirement. It consists of a five-step retirement system that we will work through with you. Through this process, you’ll be confident that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

The Five Steps

Selecting a Financial Services Professional
Fact and Feeling Finding
Strategy
Solutions and Executing
Ongoing Relationship

When you work with our company, each step is documented in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement strategy.

Disclosure: Whenever you invest, you are at risk of loss of principal as the market does fluctuate.

There is only one thing you need to get started:

Your New Generation Retirement brochure

This is complimentary and available in Generational Vault – our secure, easy to set up portal available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

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Stiven Olarte offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Olarte Wealth Management Group is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Stiven Olarte, independent agent. Olarte Wealth Management Group, Stiven Olarte and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Stiven Olarte, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Stiven Olarte, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

New Generation Retirement

A five-step retirement system

Thank You!