The Heard First Session
Where do you stand?
One hour where you do the talking. What worries you, what you want, before any numbers enter the room.
Who it is for
Built for a specific moment.
Within five years of retirement, or already retired
Close enough that the sequence of the next few years matters more than the last thirty. Already retired and looking to connect the dots counts too.
One million or more set aside
Enough that structure, taxes, and order of withdrawals change the outcome materially.
No cost. No catch.
It costs nothing, and nothing is owed when the hour is over. That is the whole offer.
Request a time
Tell us when suits, and we will take it from there.
One private hour, held online by video. Nothing to prepare and nothing owed afterwards.
Missouri
(314) 395-6133Illinois
(309) 473-9991Hours
Mon–Fri, 8:30–5:00 · St. Louis closes 3:00 Fri
Offices
St. Louis, MO · Bloomington, IL · Peoria, IL
Format
Video