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Consultation with Michael Baker
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$2500.00
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Consultation with Michael Baker1$ 2500.00
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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

Today Just $2500

“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.