13500 West Capitol Drive
This is THE MOST common question we receive when it comes to retirement planning. And, guess what? There are more right answers to this question than there are people on earth. Some people prefer a quiet evening at home and others prefer a night on the town. Retirement looks very different for everyone. Sometimes two spouses have completely different ideas!
We look at the whole picture and ask a lot of questions, such as,
Whether you're a homebody or a world traveler, we'll help you define your goals and how you can reach them. It's never to late to plan!
To make the most of our time together, it's best if we have a wide view of your financial picture before we meet. CLICK HERE to download a list of the documents and information we most often need.
These documents should be delivered to us at least three business days in advance of our appointment. You can either upload them to your SOS Online Account or drop them off at our office. Please check our website or social media for our current office hours.