25-30 Minutes

In this meeting we will spend time getting to know you and your goals. We will also share more about our firm and answer any questions you have.

After our Discovery Meeting, we will securely request a few important documents from you. These documents, along with what we learned during our first meeting, will help our team put together the most comprehensive plan possible.

60 Minutes

During this meeting, we will deliver the results of your Retirement Assessment. Our analysis will show you exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.