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RETIREMENT ASSESSMENT

You’re just 3 steps away from your free Retirement Assessment

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Your free Retirement Assessment will address the top 3 questions retirees have:

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WILL MY ASSETS SUPPORT ME FOR LONG ENOUGH?
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HOW CAN I REDUCE MY TAX BILL IN RETIREMENT?
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WHEN SHOULD I TAKE SOCIAL SECURITY?

SCHEDULE AN INTRODUCTORY CALL

If you’re a diligent investor in or approaching retirement who has accumulated investment and retirement assets of $1,000,000 or more (excluding real estate), then please take these three steps to receive your free Retirement Assessment.

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Schedule a 15 Minute Introductory Phone Call

Schedule your 15 minute introductory phone call with Laryssa here. We will not discuss any in depth financial information on this call. It’s a chance for you to get to know me and me to get to know you. If your needs are different than the retirement planning services I provide, I am more than happy to point you in the right direction for a better fit.

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Schedule Your First One Hour Meeting

The purpose of this meeting is to have an in depth retirement discussion so we can get perfectly clear on your concerns and gather the information to create a personalized Retirement Assessment for you. This meeting can take place via Zoom or we can meet in Carlsbad, CA. Before this meeting, I will request documents for my review to make our meeting as efficient and valuable as possible for you.

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Schedule a Follow Up One Hour Meeting

We will use this follow up to review your free Retirement Assessment and discuss my recommendations. At the end of the meeting, you can decide if you would like to hire me, think it over or implement the recommendations and strategies on your own.

SCHEDULE AN INTRODUCTORY CALL

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