About a week after the first meeting, we will meet again to discuss our analysis of your current plan. We will have reviewed all 12 areas of your planning and prepared a customized “Retirement Report Card” designed to quickly tell you where you are strong and what areas you might need to work on. Our review includes your portfolio, wills and trusts, tax situation and nine other areas of retirement planning.

We provide you a custom strategy designed to help you reach your unique retirement goals.