This is for You if…
You have $1 million+
You’re a diligent saver with at least $1 million in investable assets.
You want work to be optional
Retired or want to retire in the next 5 or 10 years.
You want ongoing help
Want help managing finances so you can enjoy the retirement ride.
How it works
STEP 1
20-minute chat
This is a 20-min over-the-phone “handshake”. We’ll learn about where you are right now, and where you want to be, and if we have the right expertise (and chemistry) to help.
If not, we will happily point you in the right direction.
STEP 2
Gather the essentials
The next step is a one-hour meeting (in office or via Zoom). We’ll get crystal clear on your personal situation, what “retiring well” means to you, and what you’re looking to pursue for yourself and your family.
STEP 3
Review the plan
After we’ve assembled your personalized plan, we’ll have another 1-hour meeting to deliver and review our findings and recommendations.
We’ll explain exactly what you can do for your appropriate next step based on your situation.
Step #1: Schedule A 20-Minute Chat
Chill-out and think!
At the end of this process, all you need to do is think about it.
There’s never any pressure, and you’re under no obligation.
The plan is yours to keep. We hope we were helpful.
Ready to Get Started?
Book you 20-minute chat below to take the first step
Finances are deeply personal. We will respect that. You will never be pressured and there is never any obligation.
Not Ready for A Call Yet? No Worries!
Snag our free “Destination Retirement” guide: Lower your cost of living and retire better*
*Hint: it’s not just warm weather drawing Long Islanders down south
