Your Free Retirement Check-Up
You Are Just "One" Click Away From Peaceful Prosperity.
👉WHY: To help you (and me) make an informed decision about working together.
👉WHAT: A free retirement assessment. I will show you step-by-step how you can improve your retirement success before paying me a single dollar.
👉WHO: Diligent savers who have accumulated investment and retirement assets of $400,000 or more (excluding real estate) and want to engage in an ongoing relationship.
Your Free Retirement Check-Up
A 3-step process that shows you step-by-step how to improve your retirement goals before paying us a single dollar.
Step #2
Let's Get Aligned
A prescription without a diagnosis is called malpractice.
​
The next step is to visit my office (in-person or virtually) for a complimentary meeting. During this one-hour meeting, we will work as a team to make sure I truly understand your goals, needs, and concerns.
Step #3
Problem Solving Meeting
With the analysis complete, we will have a second meeting to review the results.
​
I will get straight to the point by showing you what you need to do to reach your financial goals. I will also answer the three critical questions.
​
At the end of this meeting, you will have a clear understanding of your retirement situation and what you can do to lower your taxes and improve your investment strategy so you can retire early.
🚫No Hard Sell!
​
Look, I understand that deciding who will manage your retirement future is a big decision, and I won't try to hard-sell you during this process. You can have as much time as you need to decide if you want to work with me.
