Free Strategy Session and Retirement Blueprint
I coined the phrase “clarity is comfort.” When you’re clear about where you are and where you’re going, comfort follows.
My no obligation, Free Strategy Session and Retirement Blue Print is designed for clarity.
The Strategy Session is comprehensive, yet brief meeting where we uncover and polish your:
- Goals – What do you want to achieve from here forward?
- Values – What’s truly important to you about money and finances?
- Interests – What are your hobbies, activities, charitable and spiritual work, family commitments?
- Finances – How will you finance your retirement, are your taxes too high, and how are your assets currently invested?
The Retirement Blueprint is a written summary report based on the Strategy Session, analysis of your financial situation and my recommendations.
There is no charge for this service and no obligation.
We limit our practice to a select group of clients where we can have a substantial impact. Generally our clients are individuals and families from age 50 and up with investable assets in excess of $250,000.
I’ll personally contact you within 24 hours.