Coffee & a Second Opinion
A Cup of Coffee and a Second Opinion
Bring your questions. Paul brings the coffee. In about 30 minutes, you'll know where you stand and what to look at next, at no cost and with no obligation.
What we'll talk about
- What you've saved, and what you're hoping retirement looks like
- The questions keeping you up at night, like “Will we have enough?” and “When should I take Social Security?”
- Anything you'd like a second set of eyes on: a pension choice, a 401(k) rollover, an annuity, or a plan from another advisor.
What you'll leave with
- A clearer sense of where you stand
- The two or three decisions that matter most right now
- An honest answer about whether working together makes sense.
How to prepare
No preparation is needed. If it's handy, these help:
- Your latest Social Security statement (ssa.gov/myaccount)
- Recent statements for your 401(k), IRAs, and other accounts
- Any pension estimates
- A short list of questions.
Where we meet
Before we talk
Frequently asked questions
Yes. The first conversation is complimentary and there's no obligation to do anything afterward.