We offer this to demonstrate how we can help before you spend a single dollar on our services.
Please note this plan is designed for:
1. Savers who have $500,000 or greater of investment assets (excluding real estate).
2. Savers who are looking for an ongoing relationship with an advisor.
See below for the simple process to get your Optimum Retirement Plan™
This complimentary analysis aims to answer 3 questions:
01
Are you on track for your retirement and long-term goals?
02
How can your tax bill be reduced?
03
Are there any improvements that can be made to your investments?
The Process
15 Minute Call
15 Minute Call to discuss your financial goals and concerns. See below for further details.
Listen
Be ready to talk! We will schedule a 1 hour phone conversation discussing what you want your retirement to look like. In order to build a plan, you need to know where you want to go! I will be asking questions and doing a lot of listening.
Develop
We will develop your Optimum Retirement Plan™.
Execute
We will schedule a 1 hour conversation to review your ORP together, and answer any questions you may have. In clear language, we will demonstrate how we can improve your retirement plan, lower your taxes, and optimize your investments.
THINK ABOUT IT
At the end of the process
At the end of this process, I will ask you to think about it. I’m looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, I will happily help you find another professional with the right expertise. There is never a hard-sell to say “yes.”
Onboarding Meeting
Schedule your complimentary call below!
I’m excited to speak with you. Here’s what you can expect from our 15 minute call:
Expectation 1
A friendly conversation about your financial goals and concerns. No prep required.
Expectation 2
No sales. Guaranteed. I’m not going to ask you to buy anything.
Expectation 3
If your needs match my expertise, I will offer a complimentary Optimum Retirement Plan™
