SOUTHLAKE OFFICE
​3120 Sabre Dr, Southlake, TX 76092
​We will call to confirm your appointment details, and you'll also receive an email and a text message with helpful reminders and information to prepare for your in-person visit.
WHAT TO BRING
Most recent financial statements
(e.g., 401(k), IRA, ROTH, Brokerage)
A list of your social security & pension amounts along with annual expenses
Most recent tax return (all pages)
Questions you want to discuss
WHAT TO EXPECT
VISION DISCUSSION: We'll chat about how you want this next chapter of life to look, where do you want to travel? How much do you want to spend? These are just some of the things we want to cover to understand the goals you have for your retirement.
CUSTOMIZED RETIREMENT STRATEGY: Based on your goals and needs, we'll develop a tailored retirement plan that aligns with your vision for the future.
ANSWERING YOUR QUESTIONS: We'll address any questions you noted during the event, ensuring that you have a clear understanding of your path forward.