Client Log InA Simplified Process with
Long Term Benefits
Gain perspective with a complimentary Initial Case Analysis
Can I afford to retire?
Am I overpaying in taxes?
Can my investments be improved?
Who We Serve Best
While we would love to help everyone, we have intentionally limited the number of clients we
serve so that each client receives the personalized attention they deserve.
Our areas of expertise are typically the best fit for those who are already retired or are preparing for retirement (within 10 years or less).
We find we’re able to best support those who have accumulated a nest egg of at least $1M.
Our best and most successful relationships are those we can share mutual respect and kindness with.
Your Free Initial Case Analysis
If the above sounds like you, we have designed the following
process to help you improve your retirement plan and
evaluate our team and services.
1
STEP 1
15-Minute Discovery Call
This phone call will give us both the chance to learn about each other and make sure your situation matches our expertise. After all, you wouldn’t see a cardiologist if you needed hand surgery!
If we mutually discover that our services are not the right fit for what you’re looking for, we'll gladly introduce you to another firm that may be better suited to your needs.
2
STEP 2
Team Introductory Meeting
The next step is a one-hour meeting (preferably at our office, but Zoom is available) to answer your questions as we become more familiar with your unique circumstances, goals, and needs for retirement.
3
STEP 3
Initial Case Analysis Review Meeting
This is where our team will use our knowledge and experience to create a simple, easy-to-read outline that includes actionable items. Our advisors will highlight the strengths and weaknesses of your financial life as it currently stands. We’ll also discuss potential pitfalls, planning opportunities, and specific adjustments we feel would improve your retirement plan, reduce taxes, and optimize investments.
At the conclusion of this meeting, we’ll ask you to go home and consider if you would like to begin working with our team moving forward.
Get Started Today
Important: It’s not uncommon for there to be limited
availability on our calendar.
Our team intentionally limits the number of introductory calls as our top priority is
serving our existing client’s retirement needs. If you are unable to find a
convenient time on our scheduling link, please call our office at 843-830-6568
and we'll find a time that works for you.
More Questions? No Problem.
We’ve Got the Answers
A fiduciary is, "one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client." — CFP Board
Not all financial advisors are fiduciaries. Whether or not an advisor is a fiduciary determines whose interests take priority; the advisor's or client's. Fiduciaries are legally obligated to act in the best interest of their clients.
These are both gold-standard designations in the financial industry. Below are excerpts from the websites of the Certified Financial Planner™ Board and the Chartered Financial Analyst Institute that elaborate on these credentials.
"Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest." — CFP Board
"CFA Charterholders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills and the ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to your objectives." — CFA Institute
Start with a 15-minute Discovery Session
Curious and want to learn more? Get in touch and we’ll set up a free, 15-minute discovery session to uncover a little more about each other.