How To Get Your Retirement Report
We are Retirement Planning Experts and Do Our Best Work With People Over The Age of 50 With a Nest Egg of over $500,000.
We want to help you make an educated and informed decision about working with our firm. To help do that, we have developed a 3-Step Process showing you how to maximize retirement income, invest smarter and lower your taxes in retirement.
This process allows you to "test drive" our services so that you can decide if we should work together.
Step #1 - Introduction Call (15 - 20 Min)
We will spend the first 10 minutes of this meeting ensuring your situation matches our expertise.
If we mutually agree there is a potential fit, we will spend our remaining time learning more about you and your unique challenges.
We will also share more about our firm and answer your questions.
Schedule Your Introductory Phone Call Here
Step #2 - Discovery Meeting (45 Min)
After our Introduction Call, we will securely request a few important documents from you. These documents, along with everything we will learn about you in this meeting, will help drive our future analysis. The objective of the Discovery Meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Step #3 - Review Your Report (60 Min)
This is where the magic happens
During this meeting, we will deliver the results of your Retirement Report. We will descibe in plain English, exactly what you need to do to achieve your financial goals. We will also answer the following four questions:
- Can you afford to retire?
- Can you eliminate, or at least reduce threats to your retirement?
- Can you reduce your taxes?
- Can your portfolio be improved?
This is where you will see, in dollars and cents, how our firm can improve your finances and allign your financial decisions with your goals and values.
Our analysis will show you exactly what you can do to improve your retirement plan, optimize your investments and lower your taxes through retirement.
Think About It!
At the end of this Three Step Process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise.
There is never a hard-sell or pressure to say "yes".