PROCESS OUR TO BECOME A CLIENT Whether you’re considering early retirement or plan to extend your career, we will help maximize your company- provided benefits, assess the pros and cons of each decision as it relates to your specific circumstances, and most importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for. Below is an overview of what to expect when you engage with us. You will have the option to follow the steps below or skip them and become a client today.
Step One Schedule a personal consultation with a Smith Anglin Advisor
Together, we will review your complimentary Retirement Plan Analysis Step Three
Step Two
Complete your detailed Financial Profile to help us understand your unique financial situation
How to Get Started
www.SmithAnglin.com
Made with FlippingBook - professional solution for displaying marketing and sales documents online