Free Retirement Consultation

What: A free retirement planning consultation with Joe to help you better prepare for your retirement.

Why: An opportunity for you to evaluate our services and to determine if we are a good fit to work together in the future.

Who: Anyone who is nearing retirement, already enjoying retirement, or is part of a military family.

How: A 15-minute call. Self-set the appointment to meet your busy schedule.

Our Process 

1. Complementary Meeting

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2. Second Meeting

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3. Third Meeting

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4. Annual Review Meeting

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Step #1: Schedule Your 15-minute Phone Call

This call will give us both a chance to make sure that we are a good fit to consider working together.

Are we a good fit?

 

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Still have questions?

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