Schedule a Free Telephone Consultation

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Thank you for getting in touch. We offer a free 30 minute consultation. Your questions will be answered in a confidential telephone conference. If you decide to take the next step, we will meet in person to discuss a project that will address your key issues in a no commitment environment. Please provide the following information and we will get in touch to schedule a call (office schedule is on our Contact page). If there are specific days or times convenient to you, let us know at the end of this form.

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Take a few moments to complete the following so we can spend time on your specific concerns and effectively use our time.

1. Are there any changes or events that caused you to seek financial advice at this time?

2. Which of the following best describes your agenda; you can select more than one.

a. Retirement/Lifestyle Planning:

Determine if I have, or will have enough money to fund retirement at my current standard of living
I am retired (or soon to be) and need a plan for drawing down my savings. I am not sure which account(s) to draw from first and any steps I may take to potentially reduce taxes or potentially make my funds last longer.
Work out a plan for part-time work and/or a phased-in retirement that may include a different career, second act or reduced work schedule
Determine a Social Security claiming strategy
Choosing between an annuity or a lump sum distribution

b. Second Opinion:

I want a second opinion on my finances, taxes, and/or investments

c. Taxes

Find out if there are ways to reduce my personal income taxes
Determine the most tax-efficient way to draw down my accounts.

d. Investment Portfolio

I would like an independent portfolio review and discuss my investment strategy

e. Other Issues

Thank you for your responses. We will contact you shortly.