3 Easy Steps to Open Accounts
Since our beginning in 1999, we have intentionally focused on building a practice around high quality engagement with our clients. The first step is a thirty minute call. No prep needed on your part, just an open conversation. We’ll listen to your goals, provide some feedback, and draft a next steps email to continue moving forward together. We work best with people that have:
- A desire to get organized and create a financial plan, invest wisely, minimize taxes, 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 it working, could it be improved, and are considering a change to a new advisor.
1) All About You…and a little about Us
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.
Yes, it will be with a real person – Jeff, Megan, or Brittany.