We have designed a simple process that helps you (and us) make an educated and informed decision about working together. You will finish this process knowing exactly where you stand in three key areas of retirement success.
For people who are a good fit for our firm, there is no cost or obligation from chatting with us about working together.
You will know exactly how we can help you before you pay us a single penny.
A quick 15-minute phone call will give us both a chance to make sure our expertise matches your needs.
If we aren't the right financial planning firm to help you, we will happily point you to an appropriate firm that's better suited to your needs.
Like a doctor, it's important to diagnose before we prescribe.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to three critical questions.
We will apply over 20 years of experience, decades of Nobel-prize wining research, and thousands of hours of training to answer three critical questions for you:
This is where the proverbial rubber hits the road
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the three questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
We have been in business for more than 20 years. We don't rush clients to make a decision about working with us. Prior to deciding if we should work together, we will encourage you to "go home and sleep on it."
We want you to answer the following questions for yourself:
We will call you the next day to follow up and answer any additional questions you may have.
If we decide it is a good fit, we will prepare our paperwork, and begin the financial planning process!
If you decide we are not a good fit, we will wish you all the best! We are not a hard sell and do not pressure clients!
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Schedule Your 15 minute phone call
This call will give us both a chance to make sure your situation matches our expertise. If we are not a good fit we would like to help point you in the right direction.
You can call us directly at 941-745-2201
Still Have Questions?
Expect a friendly conversation! We’ll want to know what your financial goals are, about where you are at financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.
There are four really important things about our firm that separate us from others:
1. All we do is retirement planning for those near or in retirement.
Our mission: To serve a manageable number of households so we can proactively address the complexities of their retirement. This includes the financial, tax, and legal changes that will inevitably occur over a 30+ year of increasing costs and lengthening lifespans.
2. We limit the number of new clients we take on to deliver massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients’ lives and make retirement easy.
4. We invest in our own knowledge through continued education into the issues that matter to our clients. We both learn from ongoing classes and coaching as well as by teaching others and putting best practices and concepts into action.
We believe the best investment you’ll ever make is hiring a good financial advisor. By helping you consistently make smart financial decisions across all aspects of your life we can add far more to your wealth than we ever could by trying to guess which stock is going to beat the market next year. To determine what you should be investing in, first we have to know what you need your money to do for you, and when you need it to do this task. Then and only then can we begin to match investments to your needs.
Financial planning is an ongoing process of gathering information on your finances and on current tax laws and our economy, then looking at the variables that affect outcomes (such as inflation, early/late retirement, career changes), and seeing which decisions have the most potential to improve the outcome. We work through this process with clients on an ongoing basis, providing education and advice that can continuously help them make decisions to increase their wealth.
When you hire us for financial planning services you are not required to move investments to us. When we reach the investment planning portion of your financial plan we ask if you would like to learn about our investment approach. At that point you have the opportunity to hire us to implement the investment portion of your plan.
Our office is located in Bradenton, Florida - however the ability to scan documents and conduct phone and internet meetings allows us to work with people across the country. If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.