Get Your Free Retirement Assessment
A 3-step process showing how you can improve your retirement success and lower your tax bill.
The Free Retirement Assessment is for you if:
You’re 50+
You’re preparing for retirement or are recently retired.
$500,000+ Assets
You’re a diligent saver who’s accumulated investments of $500,000 or more (excluding real estate)
Expert Guidance
You value knowledge and experience — especially when it comes to managing this important life event.
This will allow us both to make sure your situation matches our expertise.
Step 1: Schedule a 20-Minute Call
Step 2 - 60-Minute Team Meeting
You’ll meet with our team (in person near North Haven, CT, or virtually), where we’ll ask you questions about retirement goals, needs, and any concerns.
We’ll prepare your free Retirement Assessment and review our findings and recommendations with you in another 60-minute meeting to give you plenty of time to ask questions.
Step 3: Review Assessment
At the end of this process, we’ll ask you to think about it. We’re looking for long-term relationships, not quick transactions. If we aren’t a good fit, we’ll happily help you find another professional to support you. We don’t do hard sales or pressure.