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Your Free Retirement Check-Up

You Are Just "One" Click Away From Peaceful Prosperity. 
Rollercoaster Ride

👉WHY: To help you (and me) make an informed decision about working together.
👉WHAT: A free retirement assessment. I will show you step-by-step how you can improve your retirement success before paying me a single dollar.
👉WHO: Diligent savers who have accumulated investment and retirement assets of $400,000 or more (excluding real estate) and want to engage in an ongoing relationship. 

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Your Free Retirement Check-Up

A 3-step process that shows you step-by-step how to improve your retirement goals before paying us a single dollar. 

Step #1

Schedule 15-Min Call

No need to prepare a ton of documents. There is time for that.


During this 15-minute phone call, I simply want to understand your concerns to determine if we are a good fit.

Step #2

Let's Get Aligned

A prescription without a diagnosis is called malpractice. 

The next step is to visit my office (in-person or virtually) for a complimentary meeting. During this one-hour meeting, we will work as a team to make sure I truly understand your goals, needs, and concerns. 

Step #3

Problem Solving Meeting

With the analysis complete, we will have a second meeting to review the results. 

I will get straight to the point by showing you what you need to do to reach your financial goals. I will also answer the three critical questions. 

At the end of this meeting, you will have a clear understanding of your retirement situation and what you can do to lower your taxes and improve your investment strategy so you can retire early. 

🚫No Hard Sell!

Look, I understand that deciding who will manage your retirement future is a big decision, and I won't try to hard-sell you during this process. You can have as much time as you need to decide if you want to work with me. 

👉 Step #1: Schedule 15-Minute Phone Call

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