Congratulations! You Fit Our Qualifications and Are On a Great Starting Path To Financial Freedom.
Schedule Your Introductory Call Below.
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.