OUR PROCESS

With your Retirement Analysis complete, we will have another 1-hour meeting to discuss our ideas and suggestions.

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 are looking for long-term relationships so you will never be pressured.

Step 4 – Second Zoom Meeting

We will review and analyze the documents that we requested from you to prepare your Retirement Analysis.

Step 3 – Retirement Analysis

During this 1-hour meeting, we will ask you three questions to help us better understand your specific vision of your ideal retirement.

Step 2 – First Zoom Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. 




Step 1 – Initial Phone Call

For people who are potentially a good fit for our firm, we offer a free retirement analysis that will show in clear terms, how you can reduce taxes, optimize your investments, save time, and improve your retirement strategy.

Free Retirement Analysis

If this process makes sense to you, the next step is to decide if our qualifications meet your needs.