Savers over the age of 50 that are retired or plan to retire within 24 months.
Have accumulated retirement and investment assets of $500,000 or more (excluding real estate).
Prefer to partner with a trusted advisor to handle the heavy lifting of retirement planning and investment management.
A 15-minute introductory phone call will allow us to get to know one another and to determine if we’re a good fit for your needs.
During the discovery meeting, we will learn more about your financial situation, needs, concerns and goals. We’ll request some information about your current financial position, such as assets, liabilities, income and more.
We will analyze the information gathered during the Discovery Meeting to determine the following:
We will meet to deliver the results of our financial analysis. More importantly, we will provide you with the specific recommendations for achieving your financial goals and also answer any questions you might have.
You are under no obligation to us at any point in this process. After we present our analysis and recommendations, it’s completely up to you whether you decide to move forward with us. We will not pressure or rush you into a decision. We want you to be confident and comfortable with us before officially establishing a relationship. While considering us, here are some questions you might ask yourself:
If you decide you want to move forward with us, we will immediately begin to implement your financial plan and start working to help you achieve your financial goals.