Welcome to the scheduling page for Jeff Guiltinan.
Please select which type of Event you want to schedule.
Social Security Evaluation
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.
Second Meeting
Discuss Recommendations for Social Security Claiming Strategies, Retirement Income Plan, Legacy Plan and Long Term Care
Annual Review
It's time for your "check up from the neck up." Let's review your plan...