Are You On
A three step process to help you evaluate our services and make an informed decision about working together.
Retirement focused investors over age 50 who are retired or looking to retire in the next 5 to 10 years.
Hard working diligent savers who have accumulated investments of $500,000 or more. (excluding real estate.)
People who value hiring a specialist because they know their retirement is too important to manage on their own.
A 3-step process showing how you can improve retirement success + lower your tax bill.
We want to get to know you and your goals. This 20-minute virtual call will give us both a chance to make sure your situation matches our expertise.
Our team will work to get a clear understanding of your specific retirement goals, needs and concerns. This is our opportunity to diagnose before we prescribe.
With your Retirement Assessment complete, we will have another meeting (in-person or virtually) to review our findings and recommendations.
This is where we will explain exactly what you can do to improve your retirement plan, lower your taxes, optimize your investments and maximize your wealth.
At the end of this process, we simply as you to think about it. Our goal is to build long-term relationships with our clients. That does not happen with a "hard-sell" or any pressure to say yes.
The purpose of this call is to get to know you and your financial goals. This call will help make sure our expertise matches your needs.
We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.