Sleep On It™

If you’re retired (or close to it), our complimentary Sleep on It™ process will provide you with answers to three critical questions:

  1. Will you run out of money in retirement?
  2. Are you overpaying your taxes?
  3. Is your portfolio suitable for retirement?

Answers to these questions (and others you have on your mind!) are documented and delivered in a personalized Retirement Roadmap.

For those who are retired or close to it and a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

If this process makes sense to you, the next step is to decide if our qualifications meet your needs.