Request a Consultation

The first step toward achieving your retirement goals is having a plan. Request a virtual or over-the-phone complimentary consultation below to take that step. For more information, please see the F.A.Q. below.


What will we discuss during the consultation?

Among the topics we will discuss are:

  • Current financial position
  • How you currently manage your assets
  • Retirement income goals
  • Personal retirement goals
  • Budgeting needs
  • Any other financial or retirement concerns or questions you may have

Will I need anything for our meeting?

We will reach out before our meeting to confirm your appointment and provide you a detailed checklist of information to gather ahead of our meeting. This information will enable us to best understand your circumstances and ensure you receive the best financial advice.

What is the next step after the consultation?

Based on our conversation, we will schedule a follow-up virtual or in-person meeting to gather a bit more information and begin creating a retirement plan designed to minimize taxes, maximize social security benefits, preserve your assets, protect your legacy, and achieve any goals unique to you.

This meeting is complimentary and no-obligation as well.