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631-724-3933

Step One: Schedule a Retirement Assessment Call with us

We offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them retire successfully.

WHAT:  A 30-Minute Call. The very first step is a 30-minute phone call with our team. No cost or obligation.  

WHO:  Diligent savers over age 55 who have accumulated investment & retirement assets of $1,000,000 or more . (Excluding real estate.)

WHY:  To help you evaluate the value and mutual fit of our services.

In this Call, You'll Get:

  • With an understanding of your unique situation, we’ll provide you with some actionable ideas and next steps.
  • You'll be able to assess the value of our services and together we'll determine whether it makes sense to continue the conversation.
  • Whatever the next step is, after our call is completed we will send you a complimentary copy of our Amazon Best Selling book – with a note of exactly what to focus on based on your unique situation


Retirement Assessment Call

It all begins with a complimentary phone call where we'll provide some actionable ideas on how to improve your retirement success and reduce your tax bill

Discovery Meeting


If it makes sense, the next step is meeting with us (in-person or virtually). During this 1-hour meeting, we will get crystal clear on what you value, your retirement goals, needs, and concerns.

Diagnostic & Decision Meeting

After the Discovery meeting, we'll determine together if we want to continue the conversation.  If yes, we'll prepare a Diagnostic report outlining how we can help 

Become a Client or Receive a Referral

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction.   If we're not a good fit, we will happily help you find another professional with the right expertise. 

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