If you're retired (or close to it) our complimentary process will provide you with answers to three critical questions:
Answers to these questions (and others you have on your mind!) are documented and delivered in a one-page executive summary.
For those who are a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
- Will you run out of money in retirement?
- Are your investments tax-efficient?
- Is your portfolio suitable for your retirement?
Answers to these questions (and others you have on your mind!) are documented and delivered in a one-page executive summary.
For those who are a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Step 1 - Initial Phone Meeting
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a brain surgeon if you needed heart surgery.
If you aren't a good fit for each other we will gladly propose a solution that is better suited for your needs.
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a brain surgeon if you needed heart surgery.
If you aren't a good fit for each other we will gladly propose a solution that is better suited for your needs.
Step 2 - First Meeting
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested, will guide our analysis, which will result in plain-English answers to your questions.
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested, will guide our analysis, which will result in plain-English answers to your questions.
Step 3 - Our Analysis
This is where the magic happens.
We will apply decades of experience and thousands of hours of training to answer the following questions:
This is where the magic happens.
We will apply decades of experience and thousands of hours of training to answer the following questions:
- How much can I spend in retirement?
- Are you overpaying in taxes?
- Does your portfolio fit with your stated goals and objectives?
- Can you eliminate, or at least reduce threats to your retirement?
Step 4 - Second Meeting
This is where the proverbial rubber hits the road.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances, your peace of mind, and allow you to focus on living your one life the best way you can.
This is where the proverbial rubber hits the road.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances, your peace of mind, and allow you to focus on living your one life the best way you can.