We’re Retirement & Tax Planning Experts and Do Our Best Work With:
A 3-step process showing how you can improve retirement success + lower your tax bill.
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a foot doctor if you needed heart surgery!
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
With your Retirement Analysis complete, we will have another 1-hour meeting to review our findings and recommendations
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
At the end of this 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.”