A confirmation is on its way by email and text. If it lands in spam or promotions, drag it to your inbox so you don’t miss the details.
You’re about to talk with us about your life savings, so you should know exactly who we are. The advisors worth trusting are the ones who welcome that, not the ones who dodge it.
Look up Alex and the firm. Read the reviews. Check us out on Google and Facebook. We’d rather you show up already comfortable with who you’re dealing with.
A general sense of your accounts and roughly when you’d like to retire. You don’t need exact numbers, and please don’t send account logins or Social Security numbers.
As you watch the clips above, note what comes up about your own situation. Those questions are what make the call useful.
The decisions that matter most tend to get made in the years right around retirement. Keep the time you booked, and if you need to move it, use the reschedule link in your email.