What to Expect from Your First Appointment

NOT SURE WHAT TO EXPECT WHEN YOU ARRIVE FOR YOUR INITIAL APPOINTMENT? THAT’S OKAY! THIS SHOULD GIVE YOU A BETTER IDEA.

RETIRE SMART
ROAD MAP

We’ll explain our unique plan for your success using this road map. It “maps out” your income for the rest of your life, factoring in tax changes and inflation.

SOCIAL
SECURITY

We’ll go through all your Social Security statements with you and determine the best strategy to optimize your Social Security.

RISK ANALYSIS

Are your current investments right for you? We’ll work with you to find out! If there’s room for improvement, we’ll lay out your options so you can make informed choices.

BE PREPARED

Make sure you show up with all the proper documentation. Use the downloadable Financial Planning Worksheet!

GETTING TO OUR OFFICE

We’re right off Route 100. When you get to the building using the directions above, take the elevator to the third floor and you’ve found us. We’ll see you soon!

Want to get to know us before your first appointment?

YOUR JOURNEY TO THE GOLDEN YEARS STARTS NOW.

“MAKING THE RIGHT DECISIONS AT THE RIGHT TIME, SITTING DOWN AND PUTTING TOGETHER A PLAN, AND FIGURING OUT WHAT IS AVAILABLE TO PROVIDE A LIFETIME INCOME IN RETIREMENT ARE ALL THINGS WE CAN HELP WITH HERE AT EIA.”

“STOP THINKING ABOUT RETIREMENT AS, ‘I HAVE TO GET TO [A CERTAIN NUMBER] BEFORE I CAN RETIRE.’ FIGURE OUT WHAT LIFE NEEDS TO LOOK LIKE, AND LET’S BUILD A PLAN THAT ALLOWS YOU THE OPPORTUNITY TO LIVE THAT LIFESTYLE.”

“WE ARE ALL ABOUT INCOME. WE WANT TO MAKE SURE YOU HAVE ENOUGH INCOME COMING IN WHEN YOU RETIRE. AND WE ALSO WANT TO MAKE SURE WE CONSIDER INFLATION AND TAXES.”