Get Your Retirement Destination Roadmap™

And Get Clear About Where You’re Going In Retirement

Find out if you can afford to retire (and if not — how long you’ll have to wait)

Discover how to optimize your portfolio for retirement, so you can “recreate the paycheck”

See if you can lower your tax bill and keep more of your hard-earned money

Learn how to reduce (or eliminate) threats to your retirement and rest a bit easier each night

What Is It?

The Retirement Destination Roadmap™ Is A 3-Step Framework To Help Us Make An Informed Decision About Working Together.

At the end, you will know exactly where you stand in the four key areas of retirement success. 

Who Is It For?

This Might Be A Good Fit If You…

Are Approaching Retirement (Or Already Retired)

We specialize in helping hardworking people retire — or stay retired. If that sounds like you, then we might be able to help.

Want A True Financial Partner

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.

Focus On Relationships

We take the time to get to know you and adjust your financial plan as your life changes.

How We Plot Your Customized Retirement Destination Roadmap™

STEP 1

The “Casual Conversation”

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.

STEP 2

The “Plain English” Analysis

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

STEP 3

Recommend And Reflect

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.

Ready To Get Started?

Click Below To Complete A Short Form And Start Your Retirement Destination Roadmap™

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.

Step 1 – Complete The Form Below And We’ll Schedule Your Casual Conversation

Fill out my online form.

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