The Next Step


What are the steps to take action?

Congratulations! You've come to the decision to take action on your financial future. There are a few things that we will need to help you along your journey.

First off, when we sit down to meet, leave your checkbook at home. There is nothing to buy. We're going to sit down and we're going to figure out where you are. What does your retirement look like? Where are you currently sitting? These are just some of the common questions we ask you.

Most people are not prepared for retirement

Most people think they are ready for retirement, but when it gets right down to it, they're not going to have enough money. They will run out. We're going to help you figure it out and how do we solve that problem.

We believe in a concept: good, better, best. Never let it rest, until good gets better, and better gets best! What you've done up until this point is very good. Is there a better way? And is there a best way? It's truly a case by case situation. There is no one thing that fits all people.

What should I bring?

When you come to your consultation, be sure to bring:

Tax returns over the last few years

Social Security statements

Pension statements (if applicable)

Any kind of financial documents (annuities, life insurance, etc.)

Know your beneficiaries

Click on the button below and complete your personal financial assessment. This will be important to have during our meeting.

Schedule a no-cost, no-obligation consultation

All of these services are done through many different avenues such as in person appointments, phone appointments, web conferences, emails, webinars, workshops, and annual reviews for all existing clients.

 Schedule an appointment today:

phone at (800) 538-8001 or email [email protected]


Get started planning your future today!

Retirement Ready


Get an Estate Planning guide and answer the four most important questions about your retirement!