Get Your Free Retirement Assessment™
Define Financial is an award-winning retirement and tax planning firm dedicated to helping people over age 50.
To show you exactly how we can help (before you pay us a single dollar!), we created the Free Retirement Assessment™ process.
This process results in a custom Retirement Assessment and answers three BIG questions:
- How can you coordinate retirement withdrawals & maximize income?
- What can you do to lower your tax bill now and in retirement?
- How can your investments be optimized?
The very first step is a complimentary 20-min introductory phone call.
This call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!