What You’ll Get During This Exploration Call

On this brief 15min call, we will spend this time together identifying your goals and current situation. We will also share my process of how I work with my clients to design their optimal retirement plan.

How to Prepare for Our Call

Identify your plans and goals for retirement. Know your assets you have available to use for retirement.

What Happens During the Call

We will help clarify your current situation and share how I may be able to help you design your retirement for maximum fulfillment.

What Happens Next

After we determine we are a good fit to work together, we will schedule your Assessment Call to start the process of planning your dream retirement.

Latonya R.

Nurse Practioner

I really felt I was prepared to retire in the next 6 years. I had saved in my 401k, IRA and savings. I had been aggressively accumulating assets for my retirement, however, I had no distribution plan. How to minimize the taxes on my retirement income, when was the best time to file for social security or how to create cashflow in retirement, risk-free.

Pick a time that works for you below:

Why We Recommend Having a

Free Exploration Call

Ask yourself this very simple question, " Are you 100% sure you will be able to live the life you desire in retirement?" If the answer is no, you need to take advantage of this opportunity to gain clarity on where you are and what you need to do to design your retirement with intention.

Brandon Starks

Architect

I was very confident that I had enough savings to have a very secure retirement. But once I got on the call I learned just how unprepared I really was.

Jerry Peters

Business Owner

I am so glad I took advantage of the exploration call. I was able to learn more was to create tax-free retirement income and protect my business from creditors and lawsuits.

Patricia Banks

Retired

Before the call, I had no idea that I could have my money creating cashflow for me, risk-free. Creating more possibilities for me to enjoy my retirement.