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Our Complimentary Introductory Phone Call

Do you have a feeling that you need help with your budget or retirement plan, but aren’t sure where to start?

Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition?

Do you have specific questions about your retirement income plan, wealth protection strategy, or investments?

Even successful business owners and high-income professionals can feel unprepared for retirement or uncertain about when and how they can make the leap. Without a trusted and knowledgeable financial partner, they may not feel confident about their approaching retirement.

My mission is to help business owners, professionals, and pre-retirees resolve their conflicts and contradictions around money, allowing them to live a more confident and prosperous life and transition from the accumulation to the distribution phase of their life.

In our complimentary 30-minute introductory phone call, we’ll discuss:

  1. How do you envision your retirement?
  2. Which financial issues are currently causing you stress or feelings of uncertainty?
  3. What questions do you have about your financial future?
  4. How can you shift from accumulating wealth to distributing wealth, all while managing the risks in retirement?

During our discussion, I’ll answer any specific questions you may have and walk you through a Ready-2-Retire assessment, which will help you visualize your retirement in a whole new way. Then, we’ll review the next steps I recommend for your financial future.

As a retirement specialist, my goal is to help you transition into retirement by turning net worth into cash flow. Let’s review how I may be able to help you build a plan to pursue your dream retirement.

Schedule your free 30-minute introductory phone call today!


You may also call 585.264.1111 or email