Your Complimentary Retirement Readiness Assessment™

Your Retirement Future Starts Today

With a simple, 3-step process we can show you how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.

Step 1 – Schedule a Call

A quick 15-minute phone call will give us both a chance to discuss your retirement needs, goals, and concerns and formulate our next steps.

Step 2 – Let’s Meet

The next step is to meet with us in our office in Scottsdale, AZ. During our meeting, we will dive deeper into your retirement goals, needs and concerns so we can develop your personalized Retirement Readiness Assessment™.

Step 3 – Review Assessment

Once we have completed your Retirement Readiness Assessment™, we will schedule another meeting to review our findings and recommendations. We will explain exactly what you may be able to do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.

Are you not quite ready to embark on your retirement adventure just yet?

  • Do you meet with people virtually?

    Although our preference is to meet you in-person in our office, we are fully equipped to meet and work with individuals virtually.

  • What makes you different from other advisors?

    As your financial sherpa, we craft tailored plans that align with each client’s unique circumstances and aspirations, utilizing the products and strategies that serve their best interest and propel them towards their goals. We take great pride from the work we do and cherish the enduring relationships we forge with our clients, extending far beyond the realm of financial matters.

  • Why should I consider working with you?

    If your aspirations include helping to ensure a fulfilling retirement without the fear of financial depletion, strategically minimizing unnecessary tax burdens through advanced planning, and leaving a lasting legacy for your loved ones with undue taxation, then partnering with us would be the next step on your retirement expedition.

  • Where is your main office?

    Our office is located at 20715 N Pima Rd., Suite 108, Scottsdale, AZ 85251

Start the ascent into your retirement future. Meet with our financial sherpas today!

Are you ready to embark on a journey towards retiring confidently? Then it’s time to take the first step by scheduling an appointment with our team.

Schedule an Appointment