Get your FREE Purposeful Retirement Roadmap

3 steps to retirement clarity

Schedule YOUR 15-minute phone call

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Schedule your 15-minute Intro Call

Tax-smart retirement planning

Our services are ideal for…

Retired or Nearing Retirement

Our clients are approaching the “finish line” of their careers and want the confidence of knowing they can retire with the freedom to spend without worry.

Investing $1M+ For Retirement

Our clients have created significant personal wealth through grit, integrity, and smart choices.

Seeking a Partnership With a Trusted Advisor

Our clients come to us seeking financial partners who understand their values, priorities, and dreams.

Ready to get started?

Here’s how we build your Free Purposeful Retirement Roadmap

15-Minute Intro Call

Schedule a 15-minute call to ask questions and get to know us. You’ll walk away with clear next steps for your situation and clarity about our working style.

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60-Minute Fit Meeting

The next step is a one-hour meeting to determine if we are a match from a philosophy, process, and personality standpoint.

In this session, we’ll dive deeply into your goals, values, dreams, and fears. You’ll have the chance to ask as many questions as you want and lay everything out on the table for discussion.

There’s no cost for this meeting, no obligation to work together, and no sales pitch. Our goal is to understand you and for you to understand us.

We’ll walk away with a complete understanding of your financial situation and your dreams for the future.

We’ll use what we learn to create a list of recommendations and bring them to our next meeting.

60-Minute Strategy Session

In this session, we’ll give you a “30-thousand-foot view” of where you are and where you’d like to go—and any gaps we found during our review.

We’ll offer recommendations for strategies you could implement and highlight any vulnerabilities or red flags we see.

You’ll have a chance to ask questions, and we’ll collaboratively discuss what might be the best path forward for achieving your goals.

You’ll walk away with a clear picture of your current situation and a list of our professional recommendations that you can implement with us or on your own.

Think about it!

At the end of our meetings, we will simply ask you to think about it.

Choosing the right advisor is a big decision that should not be taken lightly.

There’s never any pressure, and you’re under no obligation.

If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.

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