What to Expect

What You Can Expect From Us

We will create a comprehensive retirement plan to help you lower your tax bill, maximize
investment returns, and retire with confidence.

We promise to do the “heavy lifting” so you can spend your time doing the things you enjoy.

We regularly monitor your plan and investments to ensure everything is relevant and up to date. If
we find opportunities, gaps, or pitfalls, we will take proactive steps to change it.

We return all phone calls and emails within one business day. We will inform you of any short-term
deviations from this policy, such as an upcoming vacation or holiday.

To ensure we’re doing the best possible job for you, we hold formal review meetings twice per
year, in May (just after tax season!) and October (just before the holidays!).

Topics covered during our formal review meetings include the following:

Our office doors (and virtual doors!) are always open for client meetings on Tuesday, Wednesday,
and Thursday between 8am and 5pm. Exceptions are always made for emergencies.

If we have any concerns about your retirement plan or investments, we will proactively reach out to
you with recommendations to get back on track.

We pledge to direct you to the best and widest range of investments at the lowest possible cost.

We are proud to serve you and ALWAYS put your best interest ahead of our own. We love
what we do, and we take pride in helping our clients achieve amazing results.