Scheduling a Discovery Call
Are you curious about learning more?
This is for you if....
- You’ve built a sizeable nest egg and need guidance on how to make an income from it.
- You’ve built a sizeable nest egg and care about protecting your family long after you are gone.
- You are at all concerned you may outlive your spouse and want to be assured you will survive financially.
- You are committed to your goals.
- You are coachable and open to having a partner to help you grow and protect your financial legacy.
- Would like a second opinion to make sure you are making the right decisions for your finances.
- You are nervous you might outlive your money in retirement.
- Concerned you may be a burden later in life, or have to face declining health and the costs that go with it.
This is not for you if:
- You are looking for a quick fix, or just looking for more information.
- You have a substantial amount of debt.
- You have trouble saving for the future.
- You don’t feel you are ready to commit to creating a more secure future for you and your family.
Please fill out this form and email to: firstname.lastname@example.org before our call.