During our initial meeting we take time to learn about you and discover your retirement goals. We will transparently answer your questions and determine together whether or not we are the potential, right fit for you.
Can you relate to any of this…
We’ve all made mistakes in our lives, and I’m no exception. In fact, in my early twenties I was arrested. Now wait – before you close out the page – it’s not for what you’re thinking. It’s worse…
In those days, you could actually be arrested for writing a bad check. I don’t know what’s more embarrassing, writing a bad check or the fact that it was for $35. Either way, I learned my lesson about money management, and it shaped the way I forever approached planning for the future.
Ever since then I have been committed to making choices that better my financial landscape and helping others do the same. 20 years ago, I started a financial firm that is dedicated to empowering our clients to secure their financial future. My partner, Murs & I, know that the years leading up to retirement are not the time to be making costly mistakes.
We developed a simple, 4-step process that carries your past success all the way into your future so that the second half of your life is even better than your first.
Comments from those that know us:
Our next step is to present you with a custom retirement income plan that is created with your risk comfort level. As a part of this plan, we share an analysis of your current portfolio that determines any possible underlying risks. This is all provided with no obligation to partner with us!
From here, we will discuss any questions that may have arisen and identify needed adjustments. We will review what a trusted partnership would look like for you and decide if it makes sense for us to continue the relationship.
Once your Peace of Mind Retirement Plan is implemented, you will receive monthly video updates of what specifically is happening with your financial portfolio, scheduled meetings throughout the year, and ongoing updates of what you need to know about the market via phone calls, texts, client events, our blog, and podcast.