A free assessment using our FLOW™ framework that will give clarity on your retirement path.
Business owners and retirees who want to transition to and maintain a successful retirement.
No Cost or Obligation
We want you to know exactly how we can help before you pay us a single dollar.
Three Big Answers
Get clarity on your path to retirement and answers to the three big questions
The first step is a 15-minute phone call with our team.
How Do I Know If I’m a Good Fit?
Our ideal client has as least $500K in investable assets,
and fits in one of the following buckets:
I'm a Business Owner Nearing Retirement
Your path to retirement has a lot more moving pieces than someone who’s an employee. Do you have a succession plan? Will you be selling the business or passing the reins to someone else? Have you made plans to successfully retire? And more.
I am Getting Ready to Transition Into Retirement
This is when you’ll be making decisions that will tremendously affect your life in retirement. When should you begin Social Security? Do you have a cash cushion for emergencies? Will you have enough for your possible life expectancy? And more.
I’m Already Retired or I Relocated to the Carolinas
Your move could result in added complexity when it comes to your retirement, since state laws vary. Is your will updated? Do you need a doctor recommendation? Do you prefer dealing with someone local — who can be there if one spouse passes? And more.
Find Your Financial Markers
Your Financial Markers play a key role in navigating your day-to-day path to retirement.
On the call, we'll calculate your Financial Markers, so you know where you're at currently and how much you'll need to reach your financial goals.
Reveals the 3 things you need to know if you want to retire and stay retired.
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