Your Free Retirement Assessment™
A 3-step process to help you make an educated and informed decision whether our services are the perfect fit for you.
Step 1 - Initial Phone Meeting
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Step 2 - Get To Know You
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Step 3 - Review Assessment
With your Retirement Assessment complete, we will explain, in plain English, exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Think About It
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction.
If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise.