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Work with Me

Get Your Free Retirement Analysis

The old saying goes "It's as easy as 1-2-3." Well, it's kind of true.

Your free retirement analysis is only 3 steps away. We'll help you answer these 4 BIG questions.

  • Can you retire on time?
  • How can you coordinate withdrawals and maximize retirement income?
  • How can you lower your tax bill now and throughout retirement?
  • How can your investments be optimized?

Our 3-step process is designed to help you evaluate our services and make an informed decision about working together. 

Step #1 is a 30-minute, no cost, no obligation phone call. This call will help us get to know each other better and will also help us learn more about your goals and objectives to see if we’re a good fit. If we are, we can move on to...

Step #2, where we will request additional information to perform our analysis for...

Step #3, where we'll show you what we found!


You can schedule your 30-minute call with Joe by clicking here.