This is typically a one hour meeting to learn more about you, your family and retirement goals. We will discuss Social Security Claiming Strategies, as well as Income and Asset Allocations.

Brief telephone introduction to describe our services, including Social Security, claiming strategies, benefit coordination, income planning, long-term care planning, estate planning, and tax planning.

Your Agenda

It's time for your "check up from the neck up." Let's review your plan...

At this meeting we "cross the T's and dot the I's. We make sure all of your data is correct and review the contract. Finally, we plan for our next annual meeting.