This is a relaxed, no-pressure 30-minute conversation designed to understand your retirement situation and answer your most pressing questions. There is no sales pitch and no obligation to take any action afterward.
If it looks like there are strategies that could help you, we can schedule a more detailed full strategy review at no cost.
Who This Is For
- Adults planning for retirement or already retired who want clear, professional guidance
- Individuals with at least $25,000 in retirement accounts, savings, CDs, or other assets they are willing to review for long-term planning
- People considering rollovers from 401(k), 403(b), 457, TSP, or IRA, or other retirement accounts
- Anyone wanting a second opinion before making an important retirement decision
What to Expect During the Consultation
- A brief review of your current retirement accounts, savings, or income sources
- A conversation about your goals, concerns, and the topic you selected
- General discussion of possible options and whether further review may be appropriate
- A decision about whether working together makes sense
Second Opinion Reviews: If you are currently working with another advisor and would like a formal second opinion, a separate paid review may be required.
Before Scheduling
You don’t need to prepare anything formal. It helps to have a general sense of:
- What retirement accounts or savings you currently have
- Roughly when you plan to retire (or when you did)
- Any specific questions or concerns you’d like to address
If you don’t have all of this ready, that’s completely fine — we can work with whatever information you have.
Step 1 of 7