Broker Check

Your Retirement Assessment

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><em><strong>YOUR</strong></em></span> Retirement Assessment in a simple process

YOUR Retirement Assessment in a simple process

Evaluate our services and decide if working with us is the best decision for you. You will learn a lot about your retirement roadmap in the process, and be able to make an informed, confident decision about what to do next in 4 simple steps.  

Step 1) Schedule a 15-Minute Q&A Call

Our first step is a 15-minute call. This will give us and you the opportunity to answer your questions and make sure our team is right for your situation. 

Step 2) Let's Meet On Your Terms

In this step we will meet for 1-hour, which we can do in person or virtually. We want to have a clear picture of what your goals are, any concerns you have , and your needs. We will also gain a clear understanding of you current situation like your portfolio, tax situation, cash-flow and more

We are all different and knowing what's important to you and where you want to go is foundational to your plan. 

Step 3) Assessment Review

Time to look at what we discovered. In this step, we will meet again for 1-hour to review your assessment.

We know things can feel complicated and will let you know in plain english what we have found and any recommendations we think make sense. We will also be able to show you where your strengths and weaknesses, if any, are in your current situation.

We want to help you strengthen your plan, optimize your investments, reduce taxes and expenses where you can and create a path you feel excited about. 

Step 4) Think About it

Take your time and think about what we have discovered. We don't want you to feel like you are expected to make any commitment and want to make sure you feel we are the best fit and your questions are answered first

We have done this for a long time and feel confident in our capabilities to help unlock your retirement potential. We are looking for long-term relationships with those who take a strong financial future seriously. We will never pressure you and never want anyone to feel sold. That is why we became independent in the first place. 

Retirement and Tax planning is what we do. those we work best with:

Aged 50+

Investors aged 50+ who are retired or close to it


Savers who have been able to accumulate over $250k+ of investments (not including real estate)

Experienced Guidance

Those who understand the value of help from specialists because retirement is too important

Step 1) - Schedule Your 15-Minute Call

It's important to know if we are a good fit and for you to know if our services are what you are looking for. Our goal is to answer your questions and determine if we seem like a good fit together.

Long-term relationships that encourage open and honest communication have been the cornerstone of our success and this helps us both start on the best foot. At the end of this call, you will be able to answer "Does taking the time to have Breakwater complete a complimentary retirement assessment make sense?"  and "Do I feel like they are a good fit for MY situation?".   

Use the calendar below to schedule a time we can have a 15-minute conversation. If you don't see a time that works well for you, call our office at 904.508.0132 and we'll do what we can to accommodate a time for you.