Thank You


for your interest in our next Workshop. Please look for an email confirming your interest and please add me to your "safe senders" list.


I know how our email boxes can get cluttered, so also watch for periodic mailers, including your free Retirement & Tax Letter.     


Feel free to contact us with any questions.

 


 to review the details or register another guest.

Please feel free to share this information with others who may benefit. 

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Want to Accelerate Your Results with Some Custom Help?
Schedule Your Complimentary 15-minute call 

So, if you have accumulated investment and retirement assets of $500,000 or more (excluding real estate) and are retired or close to retirement, I want to GIFT you a complimentary 15-minute call. 

During the call, we can discuss what's on your mind. My goal is to help you be prepared for the tax tsunami that is coming so you don't overpay the IRS.

Click Here to Schedule Your 15-minute Call ->

Here's What You Get

15-Minute Retirement and Tax Call

Thank you for signing up for the workshop. But if you are like me, you want to simplify your life and accelerate your results with some expert guidance.


For those who are a good fit for our firm, we offer a free 15-minute call to help you make informed decisions about your retirement.


My goal is to answer your questions and point you in the right direction so you too can be confident that you are on track to enjoying your best retirement.


Why would we make this offer?

You might be wondering why we are offering this workshop and phone call. 


The reason is that we have found this to be the best way to help you evaluate the value of our services and make an informed decision about hiring our firm.