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Your FREE Retirement Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together.

 We're Retirement & Tax Planning Experts 

 and Do Our Best Work With:

Retirement investors age 45+ who are retired or close to it.

Diligent savers with investments over $1 million. (Excluding real estate.)

People who value expert help because retirement is too important.

    Your Free Retirement Assessment

    A 3-step process showing how you can improve retirement success + lower your tax bill.

Step #1

Schedule 20-Min Call

 A 20-minute phone call will give us both a chance to make sure your situation matches our expertise. If not, we will be happy to refer you to another advisor.

Schedule Your Call

Step #2

zoom Meeting

The next step is a zoom meeting. During this 1-hour meeting, we will get crystal clear on your retirement goals, needs, and concerns.


Step #3

Review Assessment

With your Retirement Assessment 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.



Think About It!  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, at least you will have a good blueprint to start from. There is never a hard-sell or pressure to say "yes."

Step #1

Schedule 20 minute Phone Call

Click Here to Schedule