Ready for Retirement Guidance?

We’re Retirement Specialists
and Do Our Best Work With

Age 50+

Retirement-focused investors who are seeking professional advice

$500k+

Diligent savers with at least $500,000 invested for retirement

Professional Guidance

Folks who want to collaborate with a professional and delegate

Ready to Take the First Step?

Our 3-step meeting process is designed to help us get to know each other and give you clarity about your financial situation.

Here’s how it works ↓

Step #1 —
Schedule a 30-Minute Sounding Board Session

This 30-minute Zoom session is an opportunity to ask questions about your retirement and get a feel for how we work.

If our expertise is a fit for your situation and there’s mutual interest in moving forward, we’ll schedule a meeting to dive into your retirement together.

Step #2 —
60-Minute Discovery Meeting

Our next step is a one-hour session to get deep into your goals, dreams, and worries about retirement. We’ll have an open conversation and you’ll get to ask as many questions as you like.

You’ll walk away from this meeting with our take on your current situation in plain English and clarity about your next steps.

Step #3 —
Make a Decision

At the end of our process, we’ll ask you to think about your next steps and make a decision.

Choosing a financial advisor is a big decision we don’t take lightly and we encourage you to take the time you need to get it right.

We’re looking for long-term partnerships with our clients and there’s never any pressure to say “yes.”

Step #1 — Schedule a 30-Minute Sounding Board Session

NOTE: It's not uncommon for our calendar below to have limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (248) 528-0485, and we will do our best to accommodate.