Free Retirement Assessment
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In your free retirement assessment, we will show you specific steps you can take to improve your retirement success, optimize your investments, and lower your taxes.
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Your Free Retirement Assessment
A 3-step process showing how you can improve retirement success and lower your tax bill.
Step #1 Schedule 15- Min Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. You can provide us with a brief overview of your financial situation and your goals. We will provide you with a brief overview of the firm. No Pressure. if it sounds like we might be a good fit, we can move on to Step #2.
Step # 2 Initial Meeting
During this one- hour meeting, either in our office or virtually via video conference, we will discuss your financial situation, concerns you have, and concerns.
Step # 3 Review Assessment
We will explain exactly what you can do to improve your retirement plan, lower taxes and optimize your investments.
Remember!
At the end of this process, we are looking for long-term relationships, not a quick transaction. There is never a hard-sell or pressure to say "yes".
Step #1 Schedule 15- Min Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. You can provide us with a brief overview of your financial situation and your goals. We will provide you with a brief overview of the firm. No Pressure. if it sounds like we might be a good fit, we can move on to Step #2.
Step # 2 Initial Meeting
During this one- hour meeting, either in our office or virtually via video conference, we will discuss your financial situation, concerns you have, and concerns.
Step # 3 Review Assessment
We will explain exactly what you can do to improve your retirement plan, lower taxes and optimize your investments.
Remember!
At the end of this process, we are looking for long-term relationships, not a quick transaction. There is never a hard-sell or pressure to say "yes".