How we help.
Don’t hope you’re achieving financial goals, know you are.
HERE’S HOW OUR FINANCIAL PLANNING PROCESS WORKS:
We’ll discover if we’re a fit.
A brief call determines if your needs match our expertise. If so, we’ll schedule a meeting in-office (or virtually). If we’re not the best fit to help, we’re happy to recommend someone who is.
Then, you’ll send us some data.
We like to collect, at a minimum: account statements and tax returns. Almost every retirement income decision has a tax and investment implication. Once provided, we’ll schedule an analysis meeting, preferably in person.
So we can work through an initial analysis.
This initial analysis will clearly answer four key questions:
- How can I retire when I want to?
- How do I improve my portfolio?
- How do I protect what’s important?
- How can I save on taxes?
And tell you what to do to solve your financial pain points.
And, recommend a retirement plan.
During our next meeting, we’ll lay out a financial plan personalized for your goals so you can understand exactly what we’ll do to comprehensively improve your finances.
Take all the time you need to decide if you want to move forward with our team. It’s an important decision!
Finally! You can trade worry about
the future for sheer excitement.
The 5 Things You Need in Your Retirement Plan
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