2910 North Swan Road
We review your past experiences, current situation, gather information, and begin discussing your goals from now and into retirement.
As we move through the discovery process in our first meeting we also want to make sure several fundamentals are in place for your 401(k)/403(b) such as:
Our second meeting we bring clarity for your path to retirement. We address the good, the bad, and the solutions.
We discuss ideas for your 401(k)/403(b) and other retirement income sources and/or investments such as:
We need to be reviewing your retirement plan on a regular basis. This clear communication helps us:
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Call or email me for more information or to schedule a no-cost, no-obligation consultation.