This first conversation is introductory and allows me to find out more about what your goals are, how I can best help to answer questions you have, as well as provide you a FREE stress-test of your current retirement plan (typically a $500 value) that answers questions such as; when can I retire without running out of money? How is Social Security going to affect me in retirement? What happens to my family if I die? This is a process that requires careful consideration and I am here to make sure that you do not rush an important decision for you! A volatile market can destroy your retirement savings and I want to show you how to prevent that from happening.