Learn more about the Perennial Income Model

Schedule a consultation

We offer prospective clients a free consultation with one of our CFP® Professionals to explore your financial situations, concerns, and goals. The first consultation will be a 15-minute phone call to see if we are a good fit. If we both think that we are, we can then schedule a longer consultation, still free, to discuss your retirement income plan.

What to Expect in Your Consultation:

We will discuss the three main questions in retirement:

--What amount of income can I expect in retirement?

--How can my tax bill be reduced?

--How can my investments be improved?

We are committed to serving our clients and helping them reach their financial goals throughout retirement.  Start your retirement journey with a free conversation today! 

If you have trouble accessing the schedule on this page, click here to visit our Contact page and pick a time.