Our 3-Step Financial Process
See how it works
DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using the Integrated Legal, Tax and Financial Plan, we’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
INSTANT DOWNLOAD
WILL YOUR MONEY LAST AS LONG AS YOU DO?
Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:
- Living longer in retirement, including how to potentially minimize taxes
- Higher health care expenses, such as managing increased prescription-drug costs
- Long-term care, including a strategy to address in-home caregiving expenses
Need more info?
Attend a Live Event
Let’s get together for fun and camaraderie as we share information we think you, your friends and your family will find useful along your financial journey.
Next Event:
Begin the Journey Toward Your Ideal Retirement
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Teamwork Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
