For people ready to hand it off
You’re paying for advice. Who’s actually running the plan?
A short conversation to see if a retirement paycheck plan, managed for you, is a fit. Educational and straightforward. You’ll leave with a clearer picture either way.
Who it’s for
- You’re near or already in retirement.
- You’re paying for advice and want someone who actually runs the paycheck plan.
- You want one person to own that plan and keep it running year after year.
What this is
- Clarity on your retirement paycheck: what comes from where, and when.
- A look at how taxes fit into the order you draw from accounts.
- A candid read on whether managed planning makes sense for you.
What this isn’t
- A sales webinar.
- DIY homework or a course.
- A pitch to move your accounts on the spot.
Pick a time
30 minutes by phone or video. No preparation needed.
This conversation is educational and exploratory. It is not personalized investment advice. Any advisory relationship, if formed, is only through Gregory J. Schwartz & Co., Inc.
Calendar not showing? Open the booking page.
Prefer to learn first? Join Retire on Skool.