How It Works
Take this 9 To Know Retirement Analysis to find out if you're on the right track to retirement. If you're not, you'll receive customized advice to let you know how to get on track to reach your goals. Whether you choose to work with us or not, you can receive your complimentary analysis to help guide you down the right path!
Step 1
Take The Quiz
This quick, 9-question quiz will you the chance to make sure you're on the right track to meet your retirement needs, goals and concerns. If you haven't yet thought about what those might look like, this is a good place to get started.
Step 2
Meet With The Team
The next step is a visit with our team at either our home office or virtually via a phone call or Zoom. During this 1-hour meeting, our team will discuss your 9 To Know Retirement Analysis results with you, what they mean and get crystal clear on your retirement goals, needs, and concerns.
Step 3
Personalized Assessment & Plan
If you're interested in exploring a relationship with us, we'll develop a personal plan to help address your retirement short-comings as well as achieve all of your financial goals in retirement. Once we develop a plan, we'll meet again to review it with you and answer any questions you may have.
Think About It!
After we meet, we simply ask you to think about what we discussed! We're looking for long-term relationships with our clients and we need to be a good match.
