The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Step #3 - Review Assessment
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your retirement plan, optimize your investments, and maximize your FERS Benefits
Think About It!
At the end of this process, we will simply ask you tothink about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise.There is never a hard-sell or pressure to say "yes."