At our first meeting, we focus on getting to know you and your retirement dreams, goals, and desires, to develop your tailored Retirement Road Map.
2. Portfolio Analysis
During our second meeting, we analyze your current portfolio and discuss ways to minimize tax burdens, all while uncovering inefficiencies, analyzing risk, and identifying growth and saving opportunities.
3: Planning and Commitment
Finally, we will start your Retirement Road Map with our suite of services based upon our previous meetings that focus on getting you to and through retirement.