Your Complimentary Personalized LEGACYSCULPT™ Assessment Is Waiting for You
A guided 3-step process to help you get to know us, understand how we work, and decide what’s best for your future.
We’re Retirement and Tax Planning Experts and Do Our Best Work With:
STEP #1 — Discovery Meeting (45 minutes)
We’ll start with a brief 15-minute conversation to confirm that your needs align with our expertise—Just like you’d choose the right doctor for the right issue, we want to make sure our expertise fits your needs.
If we agree there’s a potential fit, we’ll use the rest of the meeting to learn more about you, your goals, and the challenges you’re facing.
We’ll also introduce you to our firm, explain how we work, and answer any questions you may have.
STEP #2 — Share Your Documents
After our Discovery Meeting, we’ll securely request a few key documents to better understand your financial picture.
Combined with what we learned in our initial conversation, these documents will guide our analysis and help us tailor your LEGACYSCULPT™ assessment.
STEP #3 — Review Assessment (60 minutes)
In this meeting, we’ll walk you through the results of your personalized LEGACYSCULPT™ Assessment.
You’ll see exactly where you stand—and what actions you can take to improve your retirement plan, reduce taxes, and optimize your investments.
Pause and Picture Your Legacy!
At the end of this process, we’ll simply invite you to take time to pause and picture your legacy. We’re focused on building long-term relationships, not one-time transactions. This is your retirement.
If it turns out we’re not the right fit, we’ll gladly help connect you with another professional who better suits your needs. There’s never any pressure or sales pitch—just an honest conversation about what’s best for you.