Free Retirement Assessment
Before you commit, we want to show you the value we can add. We will provide you with a free assessment to determine:
Are you on track for retirement?
Can we reduce your tax bill?
Can we improve your investments?
This assessment is for individuals who have accumulated at least $500,000 of retirement assets and want to delegate their investment-making decisions to an experienced professional.
Process Overview
Introductory call
During this first conversation, we just get to know each other. You let us know your goals and concerns, and we make sure we can help.
Analysis & Review
If we are a good fit, then we will request information from you to create our assessment. We will use our expertise to analyze your unique situation.
Presentation meeting
During this second meeting, we will present your retirement assessment, outlining the improvements we can make and the dollar value of our advice.
Get Started
After we have answered all your questions, take time to think about it. And if you want to move forward, we’ll start the paperwork to become a client.
Download E-Book
If you’re not quite ready to schedule a meeting, download our e-book “How to Enjoy Your Wealth in Retirement Without Spending It All on Taxes” to get a preview of the ideas we implement: