Experience the QED Difference.
Our Simple
3-step Process
Retirement Planning simplified.
Our complimentary 3-step process will help you evaluate us and decide if our services are right for you. We’ll show you exactly how we can help before you pay us a single penny! You’ll get a complimentary retirement plan that includes tax planning, investment planning, and expert retirement advice.
Step 1: The Phone Call
Before committing your time or ours, this brief phone call will
give us both a chance to make sure your situation matches our expertise.
Step 2: The First Meeting
We want to understand what an abundant retirement would look
like for you. Going through your unique financial situation helps
us create a simple, effective road-map for your retirement.
Step 3: The Second Meeting
In a second one hour meeting we will present your
Retirement Assessment to you and explain it until you truly
understand every part of it. We’ll cover things like
- Can you afford to retire?
- Are you overpaying taxes?
- How can your portfolio be optimized?
- Can you eliminate or reduce threats to an abundant retirement?
And Then...YOU Decide
No pushing.
No selling.
You take the time you need to decide what’s best.
Start by scheduling your Free Assessment phone call below.
Not quite ready to schedule?