Congratulations! You Fit Our Qualifications and Are On a Great Starting Path To Financial Freedom.
Schedule Your Introductory Call Below to with Michael Baker to Discuss Details. No Payment Needed for This Intro Call.
What’s Included in Your Consultation that You Will Discuss
✔️ Introductory Call – ensure fit & define goals
✔️ Discovery Meeting – in-depth review of finances & retirement plan
✔️ Strategic Alignment Session – personalized financial roadmap
✔️ Comprehensive Portfolio & Retirement Income Analysis
Actionable strategies you can implement immediately
$2500
Total Value: $7500
What’s Included in The Bigger Consultation Package You'll Discuss:
Introductory Call – This 20 Minute Call. Ensures fit & define goals.
Discovery Meeting – This is an in-depth review of finances & retirement plan
Strategic Alignment Session –
Receive your personalized financial roadmap
Comprehensive Portfolio & Retirement Income Analysis
Actionable strategies you can implement immediately
$2500
Total Value: $7500
VERTEX
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.