800-516-5861
800-516-5861
our upcoming workshop at
Sullivan's Steakhouse
is now full
We’ve opened a limited number of private planning evaluations for individuals who still want personal guidance before key retirement and tax decisions are locked in.
Meet one-on-one with a fiduciary advisor
Complete an initial discovery meeting with our team
Review your retirement and tax picture
Receive a $100 restaurant gift card
Meet with Our Team & Receive a $100 Resataurant Gift Card
These private in-person evaluations are intended for people who want to review retirement income, taxes, investment risk, healthcare planning, and estate strategy in a one-on-one setting.
Why We Opened Private Planning Sessions
Our Retirement Tax & Income Planning Workshop at Sullivan's Steakhouse quickly reached capacity. Rather than expanding the room, we decided to offer a small number of private planning evaluations for people who still want personal guidance.
Peronalized Guidance
A focused conversation built around your retirement timeline, concerns, and financial picture.
Tax & Income Review
Explore strategies related to retirement income, tax exposure, and long-term planning opportunities.
Structured Process
Follow a clear 2-meeting planning process instead of a one-time surface-level conversation.
Who This Opportunity Is For
Retired or within 10 years of retirement
Have at least $500,000 saved for retirement, excluding real estate
Want clarity around risk management, taxes, income, and long-term planning
Prefer a private one-on-one conversation instead of a group event
Our Complimentary 2-Meeting Planning Process
Meeting 1 – Evaluation Meeting
Using our unique process called ROUTE™, we will review and discuss the 5 critical areas of retirement planning and identify planning gaps, risks, and opportunities.
Risk Management: investment allocation, exposure, and stress testing
Optimizing Income: Social Security timing and retirement income planning
Unplanned Health: Medicare and healthcare cost considerations
Taxes: future tax exposure and strategic tax opportunities
Estate Planning: wills, trusts, and legacy transfer considerations
Meeting 2 – Verify Meeting
We walk through findings, review possible strategies, answer questions, and determine whether adjustments may be needed.
Review Findings & Opportunities
Discuss Retirement Income and Tax Efficiency
Gain Clarity About Next Steps
Determine Whether Your Current Approach is On Track or Off Track
Receive a $100 Restaurant Gift Card
As a thank-you for completing our process, you’ll receive a $100 gift card to the restaurant featured in the original workshop invitation.
This is simply our way of thanking you for taking the time to review your retirement strategy with our team.
Important Participation Requirements
To Schedule Your Meeting
At least $500,000 in investable assets (not including real estate)
Pre-qualification phone call is required before scheduling
Not everyone will qualify
To Participate
Attend Evaluation Meeting
Prepated to provide requested financial documentation
Meet in one of our four office locations or via Zoom
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event is not affiliated with the Social Security Administration or any other governmental organization. This event is not sponsored by the venue.
Thrive Financial Services (“TFS”). TCM and TFS (collectively, “Thrive”) are affiliated companies. This material is provided for informational purposes only. Opinions expressed herein are solely those of Thrive. None of the information contained in this document is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.