Thank You..

for filling out your Strategy Snapshot — that gave us exactly what we needed to tailor the session to you.

Here’s what we’ll walk through in your session:

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

• How your income and tax strategy align with how you actually want to spend

• A few common inefficiencies we see in retirement plans

At the end, you’ll walk away with a Retirement Strategy Map — a clear, simple visual that shows what’s working, what’s not, and what’s possible.

To get the most out of the session, bring your latest investment statement if you can.