A casual conversation to share what's top of mind for your retirement, answer questions you might have about working with us, and determine if we're a good fit to move forward.

During this meeting, we will review your accounts and financial information that you entered into our planning tool, determine what your ideal retirement looks like, and what steps we can take to make it reality.

Here, we will present your retirement income plan, tax strategy, and recommended investment mix to support your retirement goals. You can work with us to implement it or part ways as friends.