Schedule a Consultation

We offer a free consultation for prospective clients to explore their financial situations, concerns, and goals. We can then mutually determine if we are the right fit to work together. We are committed to serving our clients and helping them reach their financial goals throughout retirement.

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 Consultations:

  • We will discuss the three main questions in retirement:
    1. What amount of income can I expect in retirement?
    2. How can my tax bill be reduced?
    3. How can my investments be improved?