Your have taken the first, most important step in your retirement security by researching a professional who can help you navigate important decisions at key points entering and during your retirement. 

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I am offering a free, no obligation consultation via phone call or online zoom meeting. During this 45 minutes, we will discuss your goals for retirement and examine your current status. No decisions are made. It's just a time to talk through a road map that can get you on the right path.  If you are interested, simply complete the form below and our office will reach out to schedule your consultation.