Your Personalized Consultation Experience
Expert guidance, tailored strategies, and a clear financial roadmap for your future.
What’s Included in Your Consultation
✔️ Introductory Call (20 minutes) – ensure fit and define your goals
✔️ Discovery Meeting – in-depth review of your finances and retirement plan
✔️ Strategic Alignment Session – receive a personalized financial roadmap
✔️ Comprehensive Portfolio & Retirement Income Analysis
✔️ Actionable strategies you can implement immediately
Total Value: $7500
The Entire Package is Just $2500, which Michael H. Baker will invoice you during the introductory call, if it feels like a good fit for both of you.
“Real Results from Real People”
-We always wondered if our savings would last. The consultation gave us answers, strategies, and confidence. Worth every dollar.
Robert & Linda S., Consultation Clients
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.