Looking for an ongoing service where we proactively plan?
Give less to the IRS so you can keep more
Make sure you take advantage of all Social Security offers
Have a plan to enable you to retire debt free
Provide for your loved ones if something happens to you
Ensure you don’t have to go back to work after you retire
Avoid a 50% decline like what happened from Oct 2007 to March 2009
- Ongoing retirement and tax planning analysis
- Ongoing cash flow / budget planning analysis
- Ongoing insurance and estate planning analysis
- Ongoing investment review and recommendations
- And much, much more
This is the service for you!
Plus unlimited access to me and the supporting technology you need to keep up to date.
The first step is always the hardest. So don’t wait. Let’s get started now! Connect with me here and provide some dates that work best for you to talk or to meet in person in my office.
If after the first year you feel you’re on solid ground you can cancel the service at any time. Absolutely no obligation, no contracts, no credit card on file.
$1,500(Comprehensive plan + 6 month engagement)
$750 a quarter after – cancel any time