Get Started (Simple)

First name

Last name

Email address

Nice to meet you! What is your approximate age?

Under 40

40-55

55-65

Over 65

What is your desired retirement age? (If already retired, just write "retired." 😊)

EXCLUDING real estate, the balance of your retirement nest egg (investment + retirement accounts) is approximately:
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Note: We can provide the most value to retirement savers with investments over $1 million.

Are you currently working with a financial advisor?

YES – But I’m not convinced they are the right fit for me, and I need a second opinion.

NO – That’s why I’m reaching out to you!

Which of the following BEST describes what you're looking for?‍

Note: We work with people who value hiring a full-service wealth management firm so they can enjoy a stress-free retirement. We charge a flat percentage fee based on the value of the investments we manage.

— 1.00% on the first $1,500,000 we manage
— 0.75% on portfolios between $1.5M and $5M
— 0.50% on portfolios $5M+

This is our ONLY form of compensation. We are not paid through commissions or any other revenue sources.

I want to offload my investments + retirement planning to an expert so I can spend more time doing things I love.

I need help answering a few questions; I do NOT want to pay for ongoing services.

I only need help with retirement planning; I do NOT need someone to manage my investments.

Please share any additional information you would like us to know ahead of your call:
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Ex: Background information, current pain points, what's keeping you up at night, primary financial/retirement goals, how you found us, etc.

What is the best way for us to contact you to schedule an initial meeting?
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Note: A member of our team will reach out to you within 24 hours to schedule a meeting time.

Phone

Phone number

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