You’re On The Calendar - Let’s Make It Count.

We created a quick Strategy Snapshot — just a few short questions to help us tailor your session to what actually matters most to you.

Most people who fill it out say the session feels more productive — and the takeaways feel more relevant.

Want your session tailored to you?

This isn’t a sales call.

Your Retirement Strategy Session is designed to give you a clearer picture of where you stand — and what your next smart moves could be.

Here’s what we’ll walk through:

• Where your current plan is strong — and where it might be exposed

• How your tax and income strategy align with your lifestyle goals

• A few common blind spots we see in retirement portfolios

You’ll leave with a simple Retirement Strategy Map — a visual summary of your situation, with clarity on what’s working, what’s not, and what’s possible.

Want to get the most out of your session?

• Add the session time to your calendar

• Check your email for the Zoom link

• Bring a recent investment statement if you want us to go deeper

We’ll be ready either way.