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Choosing the right financial advisor is an important decision for your retirement. Before you pay a dollar in fees, we believe an advisor should demonstrate how they’ll add value to your retirement in a way that far exceeds the fee.

 

We offer a no-cost, no-obligation process that teaches you a powerful way to help improve your portfolio performance, lower your fees and taxes, and illustrates how we’d help with what’s important for you.

 

This process comes without a sales pitch (since we don’t know how to make one).

 

The first step is a 15-minute initial call to answer questions, see if we’re a potential fit for each other, and explain how the process works.

Schedule a 30-Minute Consultation Today

Schedule Alternate Time Frame

Schedule anywhere from 15 to 60 minutes with Jonathan via Calendly.

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