Retirement Design Lab Office Hours at Lee's Summit Office
Use this link to book your meeting at our Lee's Summit office to learn how to apply the lessons from the workshop to your own financial situation
Phone Call
Use this link to book a 15-minute phone call
30-Minute Meeting at Lee's Summit Office
Use this link to book a 30-minute in-person meeting at the SRG Financial Advisors office in Lee's Summit
30-Minute Video Call
Use this link to book a 30-minute video conference
60-Minute Meeting at Lee's Summit Office
Use this link to book a 60-minute in-person meeting at the SRG Financial Advisors office in Lee's Summit
60-Minute Video Call
Use this link to book a 60-minute video conference
Introductory Meeting at Lee's Summit Office
Use this link to book a 60-minute in-person Introductory Meeting at the SRG Financial Advisors office in Lee's Summit
Introductory Meeting - Online Video Call
Use this link to book a 60-minute online Introductory Meeting with the SRG Financial Advisors office in Lee's Summit
Introductory Video Meeting
This is a 60 minute meeting to discuss your specific questions and concerns and how our process can help.