Broker Check

Smart Retirement System

<br/><br/>The Six Part Smart Retirement System is Designed to Maximize Your Retirement Lifestyle and Minimize Your Taxes



The Six Part Smart Retirement System is Designed to Maximize Your Retirement Lifestyle and Minimize Your Taxes

Process & Timeline

FOUR STEPS

Step 1: Intro Call

Step 1: Intro Call

20-minute phone call for introductions and deteriming if our personalities match and whether our expertise falls in line with your needs.


Must mutually decide to proceed or not - no obligations!

Step 2: Intro &#38; Diagnostic Visit

Step 2: Intro & Diagnostic Visit

Meet in person and take a deep dive into your financial and personal situation.

Share suggestions and offer a complimentary tax report.

Clarify any questions, goals, intentions, and needs before moving forward.

Step 3: Proposal Visit

Step 3: Proposal Visit

Recommendations are laid out during this initial proposal visit.

It is meant to be something for you to think on at home, suggest possible changes, decline, or hopefully accept!

Step 4: Implementation

Step 4: Implementation

Let's build!


OR


Let's personalize more, then build!

“Simplicity is the Ultimate Sophistication”
- LEONARDO DAVINCI

As a Retirement Planning Specialist, I Work Best With a Specific Set of Clients:

Age 55 & Up

Especially those who are retired or would like to retire in some capacity within 5 years.

$750,000 +

Hard-working savers who have acquired investments valued over $750,000 through years of work.

Delegators

People who are looking to hire a professional they can trust. Then value and follow knowledgeable, unbiased advice.


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