You’re just 3 steps away from your free Retirement Assessment
Your free Retirement Assessment will address the top 3 questions most retirees have:
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.
Schedule your 30 minute introductory meeting with me 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.
The purpose of this meeting is to have an in depth 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 at my office 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. All documents can be uploaded to the “secure uploads” section of my website here.
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.