Why Us?

Are You On Track?
Get Your Questions Answered With a
FINANCIAL ASSESSMENT

With interest rates near all-time lows and the stock markets near all-time highs, many investors are reevaluating their current financial plan. Concerns with a bull market that has lasted a decade or so and with significant tax law changes, going it alone isn't the most prudent path moving forward. The best advice we have for most investors today is to take a step back and look at your overall plan. There's never been a better time to reassess your portfolio, your financial goals and your risk tolerance. In today's turbulent times we believe it makes good sense for investors to obtain an objective financial assessment, especially those folks that are near retirement or recently retired. There is no cost and no obligation.

How It Works

This is an in-depth, two-meeting process where we fully assess your current financial situation and give you the feedback you need to help you get on the right path to retirement. When Paul presents your personalized assessment, you get a deep dive into the areas that matter most. We invest the time necessary to deliver the insights and actionable steps to help you on your journey to financial freedom. The first meeting is a meet and greet. He wants to get to know you and of course you need to get to know him. Paul asks that you bring in specific documents, such as your tax return, investment statements, living trust and any insurance documents.

We Get It

We understand. You and Paul don't know each other and this is a lot of information that you're bringing in. However, if you do this, you get the best assessment possible. The second meeting is designed to uncover all of the different strategies you should be doing with your money to reach your goals more effectively. We'll look at strategies on how to:

• Create the retirement income you desire.
  
• Social Security strategies that you won't see on your benefit estimate statement.
  
• We'll get into tax rules-look at different ways to mitigate your income tax today and in the future when you start creating retirement income.
  
• We'll dive into your portfolio looking at costs, fees, risk, and how it's allocated – is it appropriate for your goals?
  
• We'll cover insurance/risk management, and estate planning as well.
  

At the end of this process we'll decide if we want to take the next steps. Paul wants to make sure that we can add value to your overall situation and then he can discuss what the next steps would look like. Again, there is no charge for this service. Our goal is to educate you, make sure you understand the strategies that are appropriate for you. Then, at that point, we can decide if we want to move forward with a comprehensive plan or not. We invite you to e-mail or call 407-478-0128 to ask us any questions or schedule an initial 15-minute initial phone conversation.