What You'll Get in Your Meeting
The Steps We'll Take In Your Assessment
Who Benefits Most
We are retirement planning specialists who do our best work with:
The Retirement-Ready Delegator
Whether you’re 5, 10, or 15 years from retirement, one thing is for sure – retirement is on your mind.
You’ve spent a lifetime building your wealth, now you want to ensure it can last you through retirement and you can leave a legacy.
We partner with those who have an investment portfolio of $500k+ and are in the process of planning the next big life event, retirement.
Our ideal client is one who wants to be a part of the process, but wants their advisor to be the guide in their financial life.
Questions you may have Before Our Meeting
Absolutely. We can meet virtually, in-person, or some combo thereof. We have clients throughout the country and were working virtually long before the pandemic.
We are a fee-only financial advisor, which means that our sole revenue source is the fees we charge to clients. We do not accept any commissions or third-party payments. This aligns our interests with yours, creates a transparent billing structure, and helps engender mutual trust that we hope to last for decades.
You can call or email us. We can address simple follow up questions related to the assessment without any cost to you. New financial matters, assessment updates, or things otherwise not addressed during the assessment may require us to charge you.