SMART Retirement Process™
What's the SMART Retirement Process™?
The SMART Retirement Process™ is our free retirement and tax assessment where we’ll show you potential options to improve your retirement investments and save on your taxes, all without paying us anything. This gives us the opportunity to showcase our services so you can see if our firm will be the best fit for you and give you peace of mind, knowing you’re in good hands with Jager Wealth Management.
SCHEDULE A CALL
Schedule a call to find out if you are a good fit for our Retirement Assessment.
Meeting and Discovery
Let’s meet to discuss your specific situation and goals.
ANALYSIS
This is where we build your retirement assessment based on your goals.
REVIEW ASSESSMENT
Review your Retirement Assessment and discuss recommendations.
THINK IT OVER
No pressure. No sales pitch. Take your Retirement Assessment home and decide if Jager Wealth Management is the right firm for you.
READY TO TAKE THE NEXT STEP?
Use the calendar to schedule a call at your convenience.
There's absolutely no commitment expected on this call, it's strictly for us to get to know each other. This quick 15-minute call will let us see if your needs match our services.