Start Here If You Need Guidance In Discovering Your Ideal Retirement
We help Christians over 50 discover their ideal retirement.
Our clients generally ask us to manage $250,000 or more of their assets or pay separately as part of a financial planning agreement.
They know retirement is too important, they only get one shot at it, and want professional guidance.
If that sounds like you, and you’re ready to learn more:
Schedule a quick 15 minute phone call to learn more.
During our call we’ll answer your top retirement questions and show you our easy 5 step retirement income process.
If you’d like to learn more after our 15 minute call, we’ll meet in a one hour no-obligation in-person or online meeting. There, we’ll find out more about your goals and financials.
At the end of the meeting we promise to quote you a fee specific to what you want accomplished - so you know exactly what you’ll be getting, and how much you’ll be paying.
When you’d like to move forward, we’ll sign our engagement agreement and get to work, building your plan together. We start with the most important decisions first, discover your complete retirement picture, and keep you on track.
We’ve found it usually takes the first 3 meetings to discover all of your opportunities and get you set on the right path towards your ideal retirement. Learn more about our process here.
Ready to get started?
Need more info first? Here’s 3 ways to learn more: