Free Assessment

Your Free Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together.

  • Tax Return Analysis
  • Investment Analysis
  • Retirement Recommendations

A 3-step process showing how you can improve retirement success + lower your tax bill.

Step 1 – Schedule 20-Min Call

A 20-minute phone call will give us both a chance to make sure your situation matches our expertise


Step 2 – Team Meeting

The next step is meeting with our team (in person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.

Step 3 – Review Assessment

With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise.