FREE ASSESSMENT
Are you ready for retirement?
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Our free assessment will help determine the optimal age for living a successful retirement and identify ways to improve your finances.
HOW IT WORKS
Step 2 - Financial Assessment
Once we have a clear understanding of your goals and objectives, and have collected all of the materials necessary to perform our assessment, we'll employ our knowledge and expertise to your financial situation to assess the probability of a successful retirement.
Step 3 - Review Assessment
Finally, we'll schedule a follow-up meeting in-person or via zoom to review the results of our assessment and provide actionable retirement recommendations.
OUR ASSESSMENT WILL:
Determine the likelihood of a successful retirement
Identify ways to improve your investments
Offer actionable strategies for reducing taxes
NEXT STEPS
After the assessment is complete, you have the option to work with us and access our full suite of services. Our WealthBuilder package is an enhanced version of our One-Up to Retire assessment. The WealthManager service is designed to provide ongoing management and oversight of your investments, retirement plan, taxes and anything else needed to ensure a long and healthy retirement.
Sales Executives
With performance-based compensation and expansive benefits packages, high-performing sales executives benefit from our meticulous financial planning strategies and attention to detail.
Retirees
Diligent savers over the age of 50 who've accumulated $500,000 or more in investable assets value our tailored retirement strategies designed to optimize income, reduce taxes and invest smarter.
ARE WE A GOOD FIT?
Clients that benefit the most from our work include: