Let’s Talk About Your Retirement Goals

It begins with our no-cost Discovery Call designed to outline your retirement vision and the steps to move forward.

Schedule A Call with Fee-Only Retirement Planning provided by CFP Brian Bickett

What to Expect from Our Call

This call is simply a conversation about what’s on your mind today and whether my no-cost, no-obligation Discovery and Observations process could help you move closer to retiring with confidence.

The Discovery and Observations meetings bring clarity by outlining:

  • Where you are today

  • What retirement means to you

  • How my fee-only, fiduciary retirement and tax planning process can help you move forward

You’ll leave with a one-page summary and the choice of whether to continue—no pressure, just clarity.

I look forward to our conversation,
Brian Bickett, CFP®