Why:

We want you to feel completely comfortable in discussing your Financial Situation so we have developed this complimentary, no-pressure process so that you may get to know US better before making any decisions.

What:

A complimentary, no-pressure assessment of your current financial situation. This allows us to explore areas in which you may be able to improve, and reveal areas in which you are already succeeding.

who:

YOU! We specialize in pre-retirees and those who have recently retired or moved to the beach. Don’t fit into one of these categories? Give us a call! We’d be happy to have a discussion anyways.

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Step Six:

Initial Phone Discussion.

Spend a few minutes on the phone getting to know our firm before you commit to meeting with us in our Office.

First In-Office Meeting.

Come check out our office, meet some of our team members, and discuss your financial situation in a complimentary, no-pressure environment.

Our Analysis.

After we’ve met in person, we will spend a few days analyzing your situation, putting together observations, recommendations, and additional thoughts or steps to take.

Second In-Office Meeting.

We will present our analysis, observations, and recommendations to you in a bound booklet that is yours to keep.

Consider your Options.

Become a Client!