Your Free Retirement Review

Why:

To help determine what value we can add and if we’re a good long-term fit. If our services aren’t the best match for your needs then we will recommend someone who is. 

What:

A free retirement, tax, and investment review.  We will demonstrate how a “Personal CFO” can simplify your life and guide you on your path towards financial independence.

Who:

Physicians and Executives nearing or in retirement who want to delegate the management of their financial affairs. They appreciate the value of proactive and coordinated financial advice in helping improve the quality of their life.

The Tushingham Wealth Process

1

Phone Call

A 30-minute call to learn more about you, answer your questions, and determine if our “Personal CFO” service fits your needs. If we’re not a good fit we will steer you in the right direction.

2

Our Review

We will apply over 15 years of industry experience and expertise as a CFP® Professional to review your information and prepare a comprehensive financial review.

3

Plan Presentation

It is time to answer your questions, clarify your goals, and present your plan. We will clearly state what you need to do to reach your financial goals and live your ideal life.

4

Take Your Time

Hiring a financial advisor is one of the most important decisions you will ever make. We are selective on who we work with and you should be too. Did we answer all of your questions, are we a good fit, and do you see value in having a “Personal CFO”?         

5

Hire Your “Personal CFO”

Great! You are ready to simplify your life as our team of experts begin to proactively plan and coordinate your financial future. We look forward to partnering with you on your journey towards financial independence.

Are We a Good Fit?

We specialize in retirement planning for physicians and executives and provide the greatest value to:  

Physicians and executives approaching or in retirement who want someone to proactively oversee all of their financial affairs.

Diligent savers who have accumulated investment and retirement assets of $500,000 or more (Excluding real estate).

Delegators who want to hand off the management of their finances to a retirement expert so they can simplify their lives.

If you are looking strictly for investment management or someone to “beat the market” then you should not hire us.

Schedule an Appointment

Please select a time from our calendar below to speak with an advisor.

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