Hey, I'm Kevin.
You've worked hard, responsibly paid down debt, and saved diligently into your retirement accounts. What's next? You want someone you can trust to help guide you to and through retirement. You need someone with the heart of a teacher.
You want someone who is going to work hard to understand your specific situation, concerns, and ambitions. Planning for retirement can seem overwhelming at times and you need a trusted guide who can simplify things without making you feel "dumb" for asking questions.
As fiduciary, independent financial advisors, we are obligated to act in our clients best interest. In order to customize your plan for you specific personality and needs, we utilize a process that helps us identify your unique Retirement Income Style. We pair this with Dave Ramsey's core principles for building wealth and develop customizable action steps, just for you.
We're excited to learn more about you and how we may be able to help you achieve your retirement goals. Let's chat soon.
Your SmartVestor Pros with Ignite Wealth Planning
Schedule 10-15 minutes with at least 2-3 pros. Ask questions and determine who you would like to have a full meeting with. Be sure to let the other pros know you've decided not to use them (if you want all the calls to stop!)
Meet with the Pros who made the cut after your intro calls. Here is your chance to really get to know the personality and approach of each pro and their firm. (If you need a good list of questions download the list below)
Choose the Pro who you felt is the best fit for you. Get to work implementing the actions steps that you have worked together to determine. Pat yourself on the back for doing a great job!
Download your free copy of Interview Questions to Ask Your Financial Advisor