RETIRE TO A LIFE

YOU LOVE

Here is the cold hard fact: you earned this opportunity. It wasn’t effortless, either. It took years of continued sacrifice and dedication. You could have easily spent your money but instead you made the decision to save for retirement. 

We’re here to help you make the transition from savings to spending. It’s time for you to enjoy the fruits of your labor.

You’re ready to retire…

BUT YOU HAVE QUESTIONS

How do I create a steady stream of income that I cannot outlive?

How can I avoid overpaying in taxes to keep more of my hard-earned money?

If something happens to me unexpectedly, will my family be OK?

find answers without

BREAKING THE BANK

We designed our process with one goal in mind: providing as much value as possible. Nowadays, companies expect you to lock into long-term contracts without having the opportunity to “test drive” their services beforehand. 

This leads to buyer’s remorse. 

Which is why we don’t charge for you to receive your Retirement Readiness Report. Yes, you read that correctly. 

IT’S FREE!

We want to illustrate in dollars and cents the impact we can have on your life and livelihood through our advanced planning before asking if you’d like to work with us. No strings attached

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leave the cliffhangers for the movies

HERE’S WHAT YOU CAN EXPECT:

Q&a

15-MINUTE CALL

During your 15-minute Get-To-Know-You phone call, we’ll gather some preliminary details — basic contact information, what brought you to Phibbs Financial, and a general overview of your most pressing concerns. This conversation will provide us insight into how we can help.

discovery

FIRST MEETING

This is the first of a two-meeting complimentary consultation. You’ll learn more about who we are, what we do, and how we help our clients retire confidently. This will also allow us to gain a better understanding of your values, goals, priorities, and the state of your current financial situation. 

readiness

SECOND MEETING

Based on your goals and priorities, Our Retirement Readiness Report will clearly outline any inefficiencies/concerns with your current retirement trajectory, but more importantly identify the opportunities you have available to maximize your return on life.

TRUE WEALTH

THIRD MEETING

If we mutually agree to move forward and work together, we will present a written financial plan that includes more specific recommendations based entirely on helping you live your version of True Wealth. We will partner with you to complete the lists of steps that will get you closer to meeting your goals and continually review your plan to ensure you’re on track. 

WE’RE LOOKING FORWARD TO HELPING YOU

Easily schedule time to get answers to your questions. Our calls are always relaxed and pressure-free. Guaranteed. 

DON’T KNOW WHAT TO ASK?

 

WE CAN HELP WITH:

IT’S A GREAT DAY TO PLAN