Our Process

Simple 3-step Process

Our complimentary 3-step process will help you evaluate us and decide if our services are right for you. We’ll show you exactly how we can help before you pay us a single penny! You’ll get a complimentary retirement plan that includes tax planning, investment planning, and expert retirement advice.

Step 1: The Phone Call

Before committing your time or ours, this brief phone call will give us both a chance to make sure your situation matches our expertise.

Step 2: The First Meeting

We want to understand what an abundant retirement would look like for you. Going through your unique financial situation helps us create a simple, effective road-map for your retirement.

Step 3: The Assessment Review

In a second one hour meeting we will present your Retirement Assessment to you and explain it until you truly understand every part of it. We’ll cover things like

  • Can you afford to retire?
  • Are you overpaying taxes?
  • How can your portfolio be optimized?
  • Can you eliminate or reduce threats to an abundant retirement?

And then...YOU Decide

No pushing. No selling. You take the time you need to decide what’s best.

Start by scheduling your Free Assessment phone call on this calendar.