What To Expect When You Engage With Us
4 Simple Steps
Step 1: Initial 15-30 Minute Consultation
This is typically a phone call or a virtual meet. We have a respect for time and would like to get to know each other first. This initial consultation will allow each of us to determine if your needs align with the specialized retirement services we provide. There is nothing to buy in this meeting. At the very least we can help you have a better understanding of what you are looking for and if we are not the perfect fit, we should be able to point you in the right direction.
Step 2: Provide You With Answers
This can be in person or virtual. In this meeting we will provide you with your retirement plan, answers to the questions you had in our first meeting and also give action steps to your specific situation.
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Common questions we answer:​
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​Can I afford to retire? How long will my money last?
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Where and when will my retirement income come from?
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Am I using the proper investment strategy for my retirement objectives?
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Can I be more efficient with regard to taxes?
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Are there potential risks I have not considered?
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Do I need trust or estate planning?
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We will show you what you need to do to bring a high level of confidence to your retirement.
Step 3: Sleep On It
We understand this is a very big decision. Odds are, if you sign up with us, we will work together for a very long time and we do not want you to rush this decision. We will insist that you go home and sleep on this information. We will follow up to schedule a time to answer any additional questions you might have. If you wake up the next morning and decide you do not have any questions then we will get started.
Step 4: Begin Onboarding
We will start the process of bringing you on as a client. We prepare the documents for you (e-signature if preferred). You are mostly signing a few documents. Our focus is to manage your retirement income plan, help you keep more of what you have by paying less in taxes, aka "not leaving the IRS a tip!" and to optimize your investment strategy.
