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An initial review, at no cost.
Twenty minutes by phone or video. You will finish the call with a clearer understanding of where your retirement income stands, whether or not we go on to work together.
What to Expect
A conversation, not a presentation.
I will ask what you have saved, what you expect to spend, and what concerns you. There is nothing to sign and nothing to prepare. If it would help to have a recent statement and a rough monthly budget in front of you, bring them, but the call works without them.
If a further step is warranted I will say so. If it is not, I will tell you that as well.
Telephone(812) 992-6983
Email[email protected]
Ready When You Are
Pick a time on the calendar.
Twenty minutes, by phone or video, at no cost. You will get a confirmation straight away.
