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.
Prescription without evaluation and diagnosis is malpractice
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 four critical questions.
This is where the magic happens
We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:
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 four 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.
Ready to Get Started?
The first step is for us to have a quick 15 minute call and determine if our expertise meets your needs.
You can call us directly at 941-745-2201