Interested in becoming a client?
Take the complimentary Retirement Risk Assessment.

We've designed the Retirement Risk Assessment to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, at the end of the process you'll receive a report that shows you exactly where you stand in the five key areas of retirement success.

 

There's no cost or obligation for this process. We want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.  

Schedule Your Retirement Risk Assessment

I'm ready, now what?

Step 1 - Schedule a 15 minute Intro Call

Before committing your time your time on ours we'd like to have a 15 minute Intro Call. Simply click the "Retirement Risk Assessment" button to schedule your call. This call will be with Pat Schultz, CIO and firm partner, and will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a heart surgeon if you needed hip surgery.

If we aren't a good fit for each other we'll gladly introduce you to a firm who is better suited to your needs.

Step 2 - Discovery Meeting (Virtual meeting)

Preparation without evaluation and diagnosis is malpractice.

The goal of this 45-60 minute meeting with Pat Schultz is to get clear on your goals, concerns, and unique financial situation. Prior to this meeting we'll send you a short questionnaire and a secure link to upload documents so we can get a good understanding of your financial situation.

Your answers to our questions, along with the documents you provide, will guide our analysis. This will result in clear answers to your most critical questions.

Step 3 - Our analysis​
Your answers to our questions, along with the documents you provide, will guide our analysis. This will result in clear answers to your most critical questions.

This is where we analyze and strategize for you.

Our entire team will apply decades of experience and thousands of hours of training to develop your custom retirement risk assessment. It will address the following areas:

  • When can you afford to retire?

  • Can we lower your lifetime taxes?

  • Can your investments be improved?

  • Can you eliminate, or at least reduce, threats to your financial situation?

Step 4 - Retirement Risk Assessment Delivery Meeting

This is where the proverbial rubber hits the road.

During this meeting with Pat Schultz & Jeff Dominguez we will explain 1) what you need to do to achieve your financial goals, and 2) how we can help. The Retirement Risk Assessment (RRA) that will be delivered to you is like an executive summary of your financial plan.

At the end of this meeting, we will ask you if you would like to begin working with our firm or if you would like to sleep on it.

Step 5 - Sleep on it

Having been in business for a long time, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the people that I’ve interacted with?

  • Will the benefits they provide exceed their cost?

  • Do I understand and agree with their philosophy?

  • Do their recommendations make sense to me?

Step 6 - Let’s get started

During this meeting, we will answer any remaining questions you have and walk you through the next steps to become a client. Prior to this meeting we will send you a detailed explanation of these steps and answer all of your questions and concerns.

While we would love to work with you, if you decide that it's not a good fit we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.