While our educational workshops and free materials available on this website provide some families with the information they need to handle the retirement planning process themselves, many families understandably feel overwhelmed by the process, especially given the dollars that are at stake.  Therefore, we offer a FREE 30-minute consultation. Whether you retain our services or not, you will learn a lot from this meeting.

1. The opportunity to ask your own questions about retirement planning

2. Know what to look for in a retirement plan
3. See the software we use (requires extra time, please request beforehand)
4. And ONLY IF YOU REQUEST IT, an explanation of how we work with our clients, our services and our fees

Please call our office at (408) 725-7135 to register for a consultation or an upcoming workshop, or use the links below to register.

Register for Workshop
Request a FREE Consultation
Information to bring to Consultation