Retirement Planning (In Person)
1 hour
For prospective clients, this complimentary initial visit is all about getting to know each other. During our time together, we’ll talk about your goals and what you envision when you think about retirement. The goal of this visit is simply to determine if we're a good fit and how we might be able to help.
30 minutes
For existing clients, this visit is all about reviewing your accounts, tracking the progress of your plan and making any necessary changes.