Schedule your complimentary Complimentary Retirement Strategy Analysis 👇

• Have your statements within reach.Most recent statements for 401(k), 403(b), TSP, IRA and brokerage accounts, plus any annuity or life insurance contracts. Michael only needs the balances and the account types — no account numbers, no logins, nothing to send over in advance.
• Know your income picture and last year's tax return.Your target retirement date, expected Social Security or pension income, roughly what you spend each month, and last year's Form 1040. That is what makes an income and tax conversation specific instead of general. Bring your spouse or partner if decisions are made together — the hour allows for it.

Bookings need at least 1 day of notice. Need a different time? Email michael.collins@kwmpartners.com.