WHAT: We provide you with a no-obligation financial assessment based on your specific goals. For example, we can show you how to improve your retirement success rate or how to reduce your tax bill.
WHY: To help you evaluate the value of our services and to determine if we are the right fit for your needs.
HOW: The first step is to schedule a 15-minute introduction call.
Get answers to some of your biggest financial questions. (e.g. When can I retire? How can I protect my assets? When should I take Social Security? How do I maximize my pension? etc.)
Know how we can help you before paying anything. If you would like to continue to work with us, great! If we are not the right fit, that's ok. There is never any pressure or a hard-sell during our meeting.
This introduction call gives us both the opportunity to determine if your goals match our expertise.
The next step is to schedule a 1 hour in person or online meeting. We will get a deeper understanding of your financial situation and discuss your most important goals.
Using our years of experience and award-winning financial research tools, we will create an easy to understand plan to help guide your financial decisions.
We will then have a second meeting to review your plan and discuss the best path toward accomplishing your financial goals.
Need more time to think about it? Do you have more questions? No problem. Feel free to ask any questions you have through our Contact page or give us a call.
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