Frequently Asked Questions
Yes! You should receive both an email and a phone call reminding you of your next appointment.
Have a scheduling conflict? No problem. Call us at (719) 466-5627 and we’ll find a time that works for you.
After we’ve discussed your retirement goals, and reviewed our 5 Point Retirement Defense Plan, your dedicated advisor will share your custom plan with you. From there, we’ll walk through how to action your new plan together!
If this is your first appointment, we welcome you to bring current financial statements on any retirement accounts you have, your latest Social Security statement, and your last tax return.
Forms to be Provided by Client.
Absolutely! To schedule a virtual review or follow up of your finances, please call (719) 466-5627 and we’ll notify your advisor.
Each retirement situation is different, and there is no one-size fits all approach to protecting your life savings. With that said our process typically includes 3-5 appointments depending on the client’s individual goals.
Of course! Your retirement plan will be constantly monitored by our experts but it never hurts to do a checkup in between annual reviews. To schedule a review of your current finances call or click here.
