Is the consultation complimentary? 

Yes. Your initial consultation is complimentary and designed to help you better understand your retirement planning options. 

What should I bring to my appointment? 

If applicable, bring recent retirement account statements, insurance policies, and any questions you'd like to discuss. 

Do you work with clients outside of Florida? 

Yes. We work with clients throughout Florida and, when appropriately licensed, with clients in other states. 

Do I have to be retired? 

No. We work with individuals who are planning for retirement, changing jobs, nearing retirement, or already retired. 

How do I know if I need a retirement review? 

If you've recently changed jobs, have an old 401(k), are approaching retirement, or simply want a second opinion on your current strategy, a review may be beneficial.