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Our Free Introductory Meeting

Our Free Introductory Meeting

August 31, 2017

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 free 30 minute phone call, we’ll answer any specific questions you may have and review a checklist that our clients go through should they work with us to create a plan, reduce risk, reduce fees, minimize taxes, and address the things that need to be addressed before they make the move to retire.  

Schedule your free 30-minute 
introductory phone call today! 


You may also call 585.264.1111 or email