Let’s Get Started
Scroll down and choose a time that works for you on the calendar. Talk directly with Jeff, Brittany or Megan. No call centers, just real advice.
We work best with people who have:
- A desire to get organized and create a financial plan and investment strategy, review tax-efficiency, and have $1M or more to invest.
- Are seeking a trusted team of financial professionals that have the skill, will, and time to do the work for you, so you can have peace of mind and enjoy retirement.
- Would like a second opinion on what you’re doing now – is your plan working, could your investments be improved, and are considering a change to a new advisor.
- 3 steps below outline our new client process for opening accounts – a phone call, start planning, and implementing your tax-smart strategy.
1) All About You…and a little about Us
Schedule a call below. The first step is a 30-minute conversation about where you are and where you’re headed: income, taxes, investments, retirement, and what you want your money to do next. Schedule a free 30-minute call on our calendar below. If there’s a fit, great, onto step 2 – if not, we’ll direct you to other excellent resources.
2) Start Planning, it’s all about the Plan
We’ll coordinate a draft plan (tax strategy, asset allocation, income, and estate) with any information you’d like to share at this stage about your retirement goals. We’ll review important topics around hidden costs in your investments, tax efficiency, creating retirement income, save to spend strategies (discussed in our book), and give you ideas for improving your financial well being.
Step 01
Step 02
Step 03
3) You and Us
Together
We put your comprehensive tax-smart retirement plan in place and keep you informed along the way. You hired us to do the work, be your financial mentor, and we’ll take it from here. Your finances are organized with a personalized investment strategy. We’ve got your back and continue to monitor and communicate results throughout the year.
Schedule Your Call Below
Talk directly with our team – Jeff, Brittany or Megan. No call centers, just real advice.