Retirement Road Map™
To help you (and us) make an informed decision about working together.
A complimentary 3-step process to develop a customized Retirement Road Map™ designed to help better prepare you for Retirement.
Diligent savers, 50 and older, who are 5 years or less away from Retirement, and have accumulated an investment nest egg of $500,000 or more (excluding real estate).
Your Customized Retirement Road Map™
Schedule your 30-Min Intro Call
A 30-minute introductory phone call will give us both a chance to make sure your situation matches our expertise.
Like any good physician, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 60 minute meeting, our team will get up to speed on your retirement vision, goals, needs, and concerns.
Review Retirement Road Map™
With your customized Retirement Road Map™ complete, we will hold another 60 minute meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower your taxes, and optimize your Investments.
Think About It!
At the end of this process, we will simply ask you to think about it. If you decide that we aren’t a good fit, we will gladly help you find another financial professional with the right expertise. This isn’t a timeshare presentation – we don’t get you in the room and lock the door!