You Earn it. We Protect It.

Financial Discovery

financial plan discovery

“You Earn It, We Protect It.”

Planning For The Future

With so many retirement options available, how do you know which ones are best for you? The answer starts with what we call a “financial discovery” session. In these one-on-one private consultations, we’ll review your situation, answer questions, and provide information on options available to you. Our firm focuses on helping you protect your money and keeping things simple. To that end, we’ve also simplified our financial discovery process as well. Simply fill out the confidential form below. We’ll review your information in preparation for our meeting and help you be on your way to a confident financial future.

Take Control Of your retirement

Please fill out the form below to schedule your financialz discovery meeting.

All information provided is secure and confidential.

*Assets that are considered liquid at any age: Nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
*Assets that are considered liquid if over the age of 59½: Qualified funds or investments, annuity free withdrawals, annuities out of surrender, nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
    

Qualified Funds:

    

Non-Qualified Funds / Checking / Savings / CDs

    

Stocks/Bonds/Mutual Funds

    

Annuities

    

Life Insurance

    

Land/Real Estate (Excluding primary residence)

    

Sources of Household Income Monthly (Excluding primary residence)

    

Primary Residence (NOT to be included in Net Worth)

Join us at an upcoming seminar event!

Enjoy a complimentary gourmet meal with a no-obligation retirement presentation. 

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