No cost. No obligation. Nothing is signed and no product is discussed.
We call to confirm and send a short questionnaire. Bring recent account statements, your employer retirement plan summary, your Social Security statement, any pension estimate, your insurance policies and a list of your questions.
Plan for 60 to 75 minutes at our office or at your kitchen table anywhere within 40 miles. We ask about your family, your work, your timeline and what worries you. We explain both ways we can be paid and hand you our Form CRS.
Within a week, we send a written summary. If we are a fit, a second meeting includes written recommendations and the cost of each option. If we are not, we say so and, where we can, point you to someone who fits better.
Schedule a time at our Springfield office or your kitchen table.
Schedule a first meeting