Retirement Planning special offers Services

15 minute ‘fit’ call A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery. This intro “Fit” Call focuses exclusively on your family’s financial goals & priorities, yours current and future means to achieve them, and whether our team is the right fit to help you bridge that gap. Because we only work with a select group of clients, we use this call to determine if we are a good fit and if not we will happily point you to the right expert for your unique needs. If we are a good fit, before our next meeting, we will send you a quick link to fill out to better prepare us for our initial get together. This tool will paint a one page visual picture of your family’s entire financial world. No Cost or Obligation: We want you to know exactly how we can help before you pay us a single dollar. 3 Possible Outcomes: We will end the call in one of 3 ways; 1. we like each other and want to work together, 2. we like each other but we are not a good fit for your needs, 3. we don't like each other and respectfully go our separate ways.

We'd love to meet you and discuss your financial goals and objectives in more detail. You can select to meet either at our Acro office, via Zoom or Microsoft Teams. Visit our website to book your schedule now for free.