Approaching or in Retirement - Our clients are generally over 50 and are retired or want to know they have the ability to retire one day (Work optional).
Good Savers - Our clients tend to be diligent savers, who have accumulated investment and retirement assets of $500,000 or more.
Value Professional Advice – Our clients want to delegate all retirement planning and investment management to an expert so they can spend time on the things and time with the people, that matter most to them.
NO COST or OBLIGATION - We want you to know exactly how we can help you before you pay us a penny
Get the big answers to the 4 critical retirement questions
Like in medicine, prescription before evaluation and diagnosis is malpractice.
The goal of this meeting is to get crystal clear on your goals, concerns and unique financial situation.
We will take your answers to our questions, along with the data in the documents you provide us, to drive our analysis. This will result in plain-English answers to the critical retirement questions
Here we apply our expertise to answer your critical retirement questions, such as
In this meeting we will review the answers to your critical retirement questions and give you actionable advice explaining exactly what you can do to achieve your financial goals.
At the end of this meeting we will ask if you would like to work with our firm or if you would like to SLEEP ON IT.
Having been in business many years, we are in no rush for you to make a decision. We are interested in creating long-term relationships and want to make sure you are comfortable every step of the way. Prior to deciding whether we should work together, you will want to consider the following:
If you decide that we aren't a good fit to work together, we will wish you all the best. There will never be a hard-sell or pressure to say yes.
At this point, all of your questions have been answered and you will have received an outline of the process moving forward. We will meet to formalize our relationship and sign the paperwork, making sure there are no loose ends along the way.
We can't wait to get started helping you and your family!