A free 45-minute video call to see how your pension, Social Security, and savings add up to a monthly number. We listen first. You decide what happens next.
Free. It helps to come with a sense of your numbers. Bring someone you trust if you’d like.
THE PROBLEM
If your income already covers what you want, we’ll tell you that.
Free. Bring your spouse or a trusted advisor if you’d like.
A pension and Social Security don’t always equal your monthly goal.
Many households find a gap, and some find none. Either way, it’s better to know.
Survivor choices affect the household.
A pension election can change what a spouse receives for the rest of their life.
Savings often sit in several places.
A 403(b), CDs at different banks, and a Roth rarely appear in one view.
Taxes and healthcare take a share of every source.
What you keep can differ from what you’ve been paid.
Some benefits end with your job.
Employer life insurance and other coverage may not continue.
WHAT WE LOOK AT
You tell us what you want and why. We bring the knowledge to show how it stacks up.
01 /
What’s already promised. Your pension and Social Security, from your own statements.
02 /
What you want each month, including the things that make retirement yours.
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What your savings could add, and where each account sits, shown in one place.
04 /
What happens to household income if one of you is gone.
Your income, in one picture
Savings
Social Security
Pension
Example layout only. Your report uses your numbers.
HOW IT WORKS
01 /
Financial awareness
This is the call you book. We learn your situation, you learn how we work, and we gather what we need. You don’t have to fill out a form first.
02 /
Financial organization
About a week later, we show you what we see: where your accounts sit, where the gaps are, and what your options are. You get a written report to take home.
03 /
Financial collaboration
Laws, taxes, and life change. We review the plan with you over time, so that each decision today stays a good one.
The first stretch typically takes three to four weeks, and it moves faster when your information comes in on time. You decide at every step. Nothing happens until you’re comfortable with it.
HOW WE GET PAID
The call, the analysis, and the report cost you nothing. If you later decide to work with us, there are three ways we’re paid.
It’s yours to keep.
If we give you the report and you decide to go elsewhere, that’s your choice. The plan is yours either way.
01 /
Referrals.
We want you to be happy enough with our work to tell people about us. That’s why we explain everything and answer every question.
02 /
Commissions.
If we show you a change that makes sense, you agree, and you use a company we have a relationship with, that company pays us. You don’t write us a check for it.
03 /
A management fee, only if you hire us to manage investments.
You pay it directly as a percentage of the assets we manage. We’ll put it in writing before anything starts.
QUESTIONS
Don’t see yours? Text or call (404) 244 6675.
Does it cost anything to book?
Will you try to sell me something on the first call?
Do I have to fill out a form first?
What should I have ready?
Can I bring my spouse, my CPA, or another advisor?
I already have an advisor. Is this still worth it?
Can you move my money or log into my accounts?
How long is the call, and where is it?
How will you confirm my appointment?
I’m a public employee. Does that change anything?
I’m still working. Is it too early?
A free 45-minute video call with us. Nothing to prepare. No pressure.
Prefer to talk first? Text or call (404) 244 6675. Bring someone you trust if you’d like.