A clear path to confidence in retirement.
If you’re in or approaching retirement, the first step toward greater clarity and confidence is scheduling a complimentary call with Laryssa Freeman. This 45-minute conversation is designed for individuals who are a strong fit for our firm—typically those with $3,000,000+ in investable assets (excluding real estate or business holdings unless you’re planning a sale within 18 months).
Schedule Your Call
This is our opportunity to get to know each other. We’ll explore your goals, concerns, and what’s most important to you. You’ll walk away with a clear understanding of how we work and whether we’re the right partner to guide your financial future.
After scheduling your call, our team will provide access to our secure document center. You’re welcome to upload relevant information ahead of time—but it’s entirely optional.
30 Day Planning Process
If you choose to move forward, we’ll begin by addressing your most pressing questions—whether it’s income planning, tax planning, investment alignment, or estate planning. Our process is hands-on and collaborative, focused on your unique priorities.
Over the first 30 days, we’ll work together to create a plan that supports your ideal retirement lifestyle, while protecting and growing your wealth.
Ongoing Support and Guidance
Retirement planning isn’t a one-time event—it’s an ongoing relationship. We offer proactive reviews and regular check-ins to keep your plan aligned with life’s changes:
Spring Review: Net worth updates, cash flow planning, investment analysis, and coordination with your CPA.
Fall Review: Year-end tax planning, Roth conversions, charitable giving strategies, and preparing for the year ahead.
Through each season, we’re here to help you make informed decisions with confidence—so you can focus on enjoying the retirement you’ve worked so hard for.
