Broker Check

15 Minute Retirement Check-Up

Knowing whether or not you are on track for retirement can be a tall task! So many numbers, so many calculations, but too little time! What if you could figure out your current probability of achieving a successful retirement along with personalized recommendations to help you stay on track, all in the time that it takes you to check your social media? 

Here’s how it works:

Fill out the form below and within 24 hours, someone from our team will reach out to you. Then, with one simple conversation, our one of our team members will collect information about:

  1. Your personal retirement goals 
  2. Your assets and funding types
  3. Specific life goal information

The result? A four- to five-page summary for you to turn your financial aspirations into something real—and this is just the beginning of the conversation. If you want, you’ll be able to dig deeper into specific financial goals and prioritize them between your wants and needs. You will be able to walk away from this conversation with greater clarity about the things that are most important to you.

Make sure to have these documents readily available for your phone call: 

  • Current Annual Income
  • Current Total Assets With Statements
  • Current Employer-Sponsored Plan Contributions
  • Current Employer Match
  • Target Retirement Start Date (if known)
  • After-Tax Expenses (if know)

15 Minute Retirement Check-Up

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Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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"I realized early on that wealth planning evolves through careful, thoughtful attention to detail. After spending the last 20 years working closely with a varying client base of corporate executives, family business owners, medical professionals and their respective families. It's apparent that sophisticated planning should be done with a personal professional touch dedicated to providing clients with financial independence, inspire confidence and ultimately financial freedom." - Frederick D. Shows

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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