WHY: To help you (and us) make an informed decision about working together.
WHAT: A FREE retirement and tax assessment. We will show you how to improve your retirement and reduce your taxes before paying us a single dollar in fees.
WHO: Diligent savers who have accumulated at least $250,000 in investments & retirement assets (excluding real estate).
No Commitment or Cost
We want you to know exactly how we can help before you pay us a single dollar.
3 Big Answers
You will finish with answers to the three biggest questions about retirement.
15-Minute Call
The very first step is a 15-minute phone call with our team.
A Better Retirement in Five Simple Steps
Intro Call
- Get to know each other and if we are a good fit.
- Get your initial questions answered.
- Does it make sense to schedule a Discovery Meeting?
Gather And Analyze
Gather information such as…
- Investment statements
- Income, expenses and savings
- Retirement age and income goal
We analyze this information to answer the big three questions
Discovery Meeting
Interactive session to discuss projections and answer the three big questions…
- Are you on track to retire?
- Can you reduce your taxes?
- Can you improve your investments?
Client Onboarding
We take care of most of this for you. What to expect:
- Account transfers and consolidation
- Reallocating investments
- Initial financial plan and retirement income strategy
Ongoing Advice
- Call & meeting frequency customized to your needs
- Financial and Retirement Income Planning
- Customized Social Security Strategy
- Investment Management and Updates
- Tax Planning