No, every person’s retirement needs are different.

At AdvancedFolio we work with our clients to create a personalized retirement strategy using our Yale Style approach to investing.

The following items are requested; the more you provide us, the more we can help you:  

- Your latest brokerage statements, retirement account statements (IRA, 401(k), TSA, 403(b), etc.), CDs, life insurance policies, and annuity policies (please bring your statements, not just a spreadsheet. The statements have key information that we use to help identify tax risks and saving opportunities.);  

- Any existing wills and trusts;

- A copy of last year’s Federal Income Tax     Return;

- An estimate of your annual expenses; and  

- Any questions you may have for discussion.

There is absolutely no charge or obligation.

During our first call (over zoom) is a 15-minute meet and greet.

We will answer and address any questions you may have.

This call is designed to give you the information you need so you can decide if we can help you achieve your financial goals.

I'll explain the AdvancedFolio process and answer any questions you have, about the process, or any pressing needs. At the end of the call, you'll have an opportunity to continue the process or part friends.