Get A Retirement Review

This offer is not just for a do-it-yourself online calculator that produces a meaningless series of numbers. If you live within driving distance of our Kenwood office, we invite you to meet with one of our advisors for a retirement review.

This is a real offer for an honest to goodness consultation with a qualified retirement counselor. Regardless of your age, whether you are many years from retirement or already retired, we can help you improve your family’s quality of life in retirement.

Our analysis and reporting are greatly simplified to give you a streamlined, but realistic picture of your potential retirement under a given set of circumstances. But, our process is the same for a free retirement screening as for our comprehensive S-T-A-R-S System for Retirement Success^SM:

1. Getting to know what you really want
2. Finding out what concerns you the most that nobody is helping you with
3. Identifying what one thing that is possible to achieve would make the biggest positive impact on your retirement plans.

When you make your appointment we will send you a simplified input form to complete prior to our visit so we do not waste your time.