Retirement Planning (In Person)
- Discovery Visit
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 si ...
- Dedication
For existing clients, this visit is all about reviewing your accounts, tracking the progress of your plan and making any necessary changes.
Retirement Planning (Virtual)
- Exploration Call
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 pitf ...
- Review
Tax Services
- Tax Prep Intake
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.
