One Hour Complimentary Consultation

Upon arrival to our office, you are greeted warmly and met with promptly. During your appointment, we simply want to get to know you and what your concerns and objectives might be, so that we can assist you in making solid decisions that will last the test of time during your retirement years. There is no-pressure or obligation, and the consultation is absolutely free.

Identify Strategies

Once we have determined that we can help, we start identifying strategies that will lead you towards that Stress-Free Retirement.

What to Bring

You do not have to bring any documents to this first appointment. Of course any documents you do bring will give us additional insight into your concerns. We are simply gathering some preliminary information to consider your personal situation. We do recommend that you bring any decision makers to this first meeting — spouse, partner, family members, or friends — so that they are equally informed.