Take that important step by selecting an available time slot that works for you in the adjacent calendar.
For more information, please see the F.A.Q. below.
Would you like to:
- Pay $1,000’s LESS in taxes per year of retirement?
- Get $10,000’s MORE out of your lifetime Social Security benefits?
- Protect the privacy of your assets and ensure your wishes are fulfilled through a comprehensive estate plan?
- Protect your investments against market downturns while retaining steady growth?
- Have the peace of mind that comes with a lifetime income plan?
The first step toward achieving your retirement goals is having a plan.
FAQ
Will I need anything for our meeting?
Only a willingness to invest the time in allowing us to create the right plan for you and your assets. We believe the return to be well worth it for both your financial future and your peace of mind!
What is the next step after our discussion?
We will schedule a follow-up virtual or in-person meeting to gather the info needed to create a retirement plan designed to:
- Minimize taxes
- Maximize Social Security benefits
- Grow your investments in a responsible manner
- Preserve your assets
- Protect your legacy
- Achieve any goals unique to you.
This follow-up meeting is complimentary and no-obligation as well.
Are you an independent firm?
Yes, we are an independent fiduciary financial planning firm. By not being tied to any larger investment firm, bank, strategist, or insurance company, we can provide the greatest benefit to our clients by choosing from a wide variety of strategies and products to best suit their needs.
