If you are retired (or close to it) our complimentary SIMPLY RETIREMENT Roadmap™ Process will provide you with answers to three critical retirement questions:
Answers to these questions, and others you may have, will be delivered in your own personalized SIMPLY RETIREMENT Roadmap™.
For those that are retired or close to it and a good fit for our firm, there is no cost or obligation for this process as we want to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
During the initial meeting, we will learn more about your financial situation, needs, concerns, and goals. We’ll request some information about your current financial position, such as assets, liabilities, income, and more.
Can be held virtually via Zoom or in person.
During this meeting, we will answer any remaining questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting, we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
While we would love to work with you if you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.