Retire With CONFIDENCE

Over the past several years, we've helped hundreds of individuals with unique issues.

Through that experience, we've found that most of our consultations have expressed one (or more) of the following objectives.

1. You want to make sure your money is going to last throughout your retirement.

2. You want to make sure your Social Security filing decision is coordinated with your other assets and income.

3. You want to know if a Roth conversion would work for you (and how much to convert).

4. You need a better estimate of a year-by-year retirement income plan.

5. You want to make sure that your retirement income strategy won't cost you unnecessary taxes.

6. You want to make sure you understand the right sequence to access your retirement accounts.

7. You're worried that what you don't know may hurt you.

8. You've heard lots of conflicting information and want to find out the real answer.

9. You recognize that this is your retirement and no one will feel the pain of mistakes like you will.

10. You have $750,000 or more saved for retirement.
11. You understand that spending $2,000 for a comprehensive retirement income plan is an investment. 

No. There is no charge for the initial consultation.  

If you decide to engage us for planning services, the fee varies between $1,500 and $3,000 depending on the complexity.

In any event, you will never be charged anything without your agreement in writing to move forward. 

Nope! 

During this call, we'll find out more about your needs. Based on that discussion, we may or may not recommend a retirement income plan. Not everyone needs our services and we only want to use our time and energy on the cases where we can add value. 

Our seven-step planning process is designed to ensure a smooth and low-stress experience for all our clients.

Here’s a brief overview:

1. Initial Conversation: Our journey begins with a focused discussion to ensure our services match your financial goals. To make the most of our conversation, we request a summary of your financial information beforehand, allowing us to dive straight into strategy during our call.
2. Planning Engagement and Payment: Should you decide to move forward, we will send you an engagement agreement and a secure payment link processed through Stripe, ensuring your payment details remain confidential.
3. Questionnaire and Document Upload: Next, you’ll receive an information request form and access to our secure document portal. Once your documents are uploaded, you're officially in the queue, and we'll provide an estimated timeline for your plan's initial completion.
4. Deep Dive Call: As your turn approaches, we'll schedule a detailed call to clarify your financial information and discuss plan assumptions and potential strategies.
5. Plan Presentation: We then prepare a detailed video walkthrough (25-45 minutes) of your initial planning scenarios, delivered via email for you to watch at your convenience. This ensures you fully understand every aspect of your plan.
6. Plan Updates: After reviewing the plan, you may take some time to reflect on the information provided. Our process includes a 30-day window from the initial delivery for you to request additional scenarios or adjustments based on your needs.
7. Wrap Up: Finally, you are invited to schedule a follow-up meeting with me to discuss any final questions or steps moving forward.

To see a more detailed breakdown of each step, please visit our page here.

Devin has been working as a professional financial advisor since 2003. You can read more about him and his team at https://www.carrolladvisory.com/meet-our-team. 

Be sure to check out the FAQ section at https://www.carrolladvisory.com/faq/ 

If you have an unanswered question, don't hesitate to reach out to [email protected].