Our Complimentary Retirement Assessment
Our mission is to deliver excellence in wealth management while providing an exceptional experience that simplifies the complex and consequential retirement decisions you may face. There is no cost or obligation to begin this process with us. We want you to feel confident in our ability to help you before you spend a single dollar in fees.
Step 1: Let's Connect - Schedule Your Initial Phone Meeting
An approximately 30-minute initial phone call will let us start to get to know each other with a goal of ensuring your situation matches our expertise.
Step 2: Get To Know Each Other - Planning Session
This meeting can be held in person or virtually. Prior to this meeting, we will work with you to gather your financial information. During our 1-hour session, we’ll discuss your retirement needs and goals, review your current approach to your finances, and identify any sources of financial anxiety. Together, we’ll explore what you want your money to accomplish for you. This will provide the foundation for our analysis.
Step 3: Review Your Retirement Plan and Tax Strategy
When your Retirement Assessment is complete, we’ll schedule another 1-hour meeting to review our recommendations. This session will focus on topics unique to your plan, while also addressing crucial questions that many individuals and couples face in retirement:
- Are you financially positioned to retire without the risk of running out of money?
- Does your portfolio align with your retirement goals?
- Are you minimizing your tax exposure effectively?
- Are you adequately safeguarded against unforeseen events?
Step 4: Think It Over - Reflect and Decide
At the end of this process, we will simply ask you to think it over. Our focus is on building long-term relationships with our clients, never on hard sells or high-pressure tactics. Retirement planning is a partnership that evolves and strengthens over time.