Your Free Retirement Assessment: A complimentary 3-step process to help you evaluate our services and make an informed decision about working together.
Step #1 - Schedule a 20-minute Intro Call
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
Step #2 - Team Meeting
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 have another 1-hour meeting to review our findings and recommendations. We will explain 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. There is never a hard-sell or pressure to say “yes.”
Step#1: Schedule Your 20-minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.