At the end, you will know exactly where you stand in the four key areas of retirement success.
We specialize in helping hardworking people retire — or stay retired. If that sounds like you, then we might be able to help.
We maintain ongoing partnerships with all our clients. So if all you need is a quick recommendation, we probably aren’t the best fit for you.
We take the time to get to know you and adjust your financial plan as your life changes.
A good doctor will diagnose before they prescribe. And the goal of this meeting is to gain clarity around your goals, concerns and financial situation.
We want to get to know you and make sure we’re a good fit before we make a recommendation. If not, we’ll gladly point you in the right direction.
Next, we’ll hold a virtual or in-person meeting to discuss where you want to go in retirement in more detail.
We will apply our expertise and understanding of who you are to analyze your situation to answer four critical questions for you:
Can you afford to retire?
Are you overpaying your taxes?
Can your portfolio be improved?
Can you eliminate, or at least reduce, threats to your retirement
In our next meeting, you will see — in real dollars — how we can help improve your finances.
The result is a plain English explanation of exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis. We will also answer any questions you might have.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think about it.
We will never rush or pressure you to make a decision and there is no cost or obligation for this process.
We want to know exactly how we can help you before you pay us a single dollar or trust us with a penny of your nest egg.
Then if/when you are ready, we’ll start the paperwork to become a client.
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