Your Free Retirement Roadmap®

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

Tax Return

Analysis

Investment

Analysis

Retirement

Recommendations

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We (literally) wrote the book on "Worry Free Retirement"
and do our best work with:

   Aged 50+

Individuals & Couples over age 50 who are retired or want to make "work optional" in the next 5 years.

   $750,000+

Diligent savers who have accumulated investments of $750,000 or more (excluding real estate).

   Expert Guidance

We only work with genuinely nice people who understand that their retirement is too important to manage it alone.

Your Free Retirement Roadmap®

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

3 Steps to an Incredible Retirement...

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Step 1: We listen to your concerns

Get an immediate return on life.

Step 2: Create a Retirement Roadmap

Your roadmap is customized to your needs. In this step we determine what you want life to look like going forward.

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Step 2: Create a Retirement Roadmap

Your roadmap is customized to your needs. In this step we determine what you want life to look like going forward.

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Step 3: Your version of an Incredible Retirement

Get an Action Plan that we help you implement. Experience peace of mind living a life of freedom...Doing What You Want, When You Want.

Step 4: Establish an Action Plan

You will end up with an action plan that outlines the specific steps needed to move you closer to your version of an Incredible Retirement®

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Step 4: Establish an Action Plan

You will end up with an action plan that outlines the specific steps needed to move you closer to your version of an Incredible Retirement®

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Step 5: Experience Peace of Mind

During our process we want you to experience peace of mind, in order for you to live a life of freedom -- and do what you want, when you want in retirement.

Where are you on the retirement journey?

Are you on target to reach your goals?

Are you 5 Years from retirement?

Are you  1 Year from retirement?

Are you already IN retirement?

No matter where you are in your journey - we help you evaluate if you are over-funded, underfunded, or on target in terms of reaching and keeping all of your financial goals.
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We Will Give You Our Nest Egg Stress Test®.

This test will give you a clear picture of the future you want, and exactly what you need to do to get there.

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Step #1

Schedule 20 Minute Call

A 20 minute phone call will give us both a chance to make sure your situation matches our expertise.

After all, you wouldn't see a Cardiologist if you needed foot surgery!

Schedule Your Call

Step #2

Discovery Meeting

Like a doctor; it's important to diagnose before we prescribe.

The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on what's important to you and what you want to accomplish now going forward.

Step #3

Review Roadmap

With your Retirement Roadmap® 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 outcome, 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, we will happily find you another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Step #1

Schedule  Your 20 Minute Call

The purpose of this call is to answer your questions and ensure our expertise matches your needs.
After all, you wouldn't see a Cardiologist if you needed foot surgery.

Not Quite Ready to Schedule an Appointment?

That's OK!

Grab a copy of my two books

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Get Free Books