I Want To Help You Get Every Dollar Of  Retirement Income You Deserve

 Together, we can cut through the complexity and seize opportunities

Reserve Consultation

If you’re like most of my consulting clients, you’ve probably recently retired or only have a short time left before you stop working and enter your retirement years.

This should be an exciting time -- but you could be more stressed than ever because you're finding the amount of information you have to sort through and make decisions with is overwhelming.

You may find yourself asking questions like:

  • Is the information I’ve been told about my situation correct? What’s true, and what does (or doesn’t) apply to me?
  • Am I maximizing the income I could receive in retirement?
  • Am I missing something important?

Wouldn’t it be nice if you could get clarity? Know the right answers? Feel confident that you’ve made the best choices for you and your future?

Now you can. You don’t have to keep wondering, second-guessing, or feeling doubtful that you’re doing things right. Schedule your consultation with Devin today so you can relax and, more importantly, spend your time and energy on what you love most… and not on worrying about your retirement.

A little more about Devin...

If you've followed me for very long, you already know that I'm really passionate about simplifying retirement planning into something that's understandable. This passion coordinates perfectly with my day job as a full-time financial planner who works exclusively with clients preparing for retirement.

In 2015 I launched Social Security Intelligence, a separate retirement education platform that now reaches more than 1,000,000 monthly users on my YouTube channel and blog.  

Along the way I've been asked to contribute my expertise to publications such as Forbes, US News & World Report, NBC, Inc. AARP, and many others. 

 

Reserve Consultation

How does a consultation work? 

I like to keep this very easy and straightforward. There are only three simple steps to our consultation process. 

Reserving Consultation

Once you reserve your consultation by signing the agreements and submitting payment, you'll be directed to a page with a link to contact my office for scheduling/additional questions and a short questionnaire. 

Information Collection

After you provide the information requested at the conclusion of step 1, I'll examine it and fill in any missing pieces. This often means that I'll need to trade a few emails with you to obtain more details. 

Our Meeting

Once all information has been obtained and analyzed, my office will reach back out to you to schedule an meeting. This meeting will occur on the phone (unless you prefer email). 

Social Security Guidance

$499

The Targeted Approach

The Targeted Approach is focused on solving Social Security retirement problems or advising on filing strategies.

This includes:

  • Personal analysis of the data you've provided
  • Email communication to fill in missing information
  • Phone call with Devin of up to 30 minutes
  • Email summary of consultation

 

 

 

 

 

 

RESERVE CONSULTATION

Retirement Income Plan

$1,999

The Comprehensive Approach

 The Comprehensive Approach is designed to give you a retirement income roadmap. 

This includes:

  • Personal analysis of the data you've provided
  • Email communication to fill in missing information
  • Social Security maximization analysis
  • Roth conversion analysis
  • Investment expense analysis
  • Investment allocation analysis
  • Risk analysis
  • Coordination of income sources for tax efficiency 
  • Year-by-year illustration of net retirement income
  • Phone call with Devin of up to one hour
  • Email summary of plan with video walkthrough
RESERVE CONSULTATION

Frequently Asked Questions

If your question is not answered below, please feel free to contact us at [email protected].