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.

For existing clients, this visit is all about reviewing your accounts, tracking the progress of your plan and making any necessary changes.

This complimentary call is all about getting to know each other. During our visit, we will work to gain an understanding of your current situation, address any questions or concerns you may have, and help you identify any potential pitfalls or areas of opportunity related to your current retirement plan. Our goal is simply to see if we're a good fit and how we might be able to help make your retirement dreams a reality.

During this meeting, you'll bring in your documents and review your tax situation with our tax preparer. After the appointment our team will get to work and will notify you when your tax return is complete and ready to file.