LET’S CONNECT
The following 3 steps help us get the clarity we need in order to
determine if we can help with your retirement goals.
WHO WE WORK WITH:
YOU PLAN TO RETIRE WITHIN 5 YEARS OR ARE RECENTLY RETIRED
YOU ARE A DEDICATED SAVER WITH A MINIMUM OF $250,000 IN INVESTMENTS
(excluding real estate)
YOU VALUE A LONG-TERM PARTNERSHIP WITH FIDUCIARY RETIREMENT EXPERTS
Let’s Connect
Our process will help you evaluate whether you are retirement ready and if we’re a good fit to work together. The outcome is a one-page plan highlighting all the next steps you need to take to attain your ideal retirement.
Retirement Income Analysis
Tax Plan Analysis
Investment Portfolio Analysis
OUR PROCESS
A 3-STEP PROCESS SHOWING YOU HOW TO OPTIMIZE FINANCES AND LIFE IN RETIREMENT
Step #1
Step #2
Step #3
Free Initial Consultation Call
Let’s have a quick 30-minute call to understand what you need help with and if our expertise matches your needs.
Meet the Team
In this 1-hour meeting, our team will be doing a deep dive on your retirement goals, values and needs. We believe your money decisions should be aligned with what matters most to you.
Review Our Analysis
With our analysis complete, we have another 1-hour meeting where we review our findings with you and the steps that you need to take to accomplish your goals.
WE WANT YOU TO THINK ABOUT IT
At the end of this meeting, there’s no hard sell – we’ll ask you to take a step back and reflect on whether our expertise matches your needs. If you decide we aren’t a good fit, we’ll be happy to help you find another fiduciary that’s the right fit for you.