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Get Started On Your Free Retirement Insight Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together

  • Tax return analysis
  • Investment analysis
  • Retirement paycheck

We are retirement & tax planning experts and we do our best work with the following clients:

Age 50 +

Retirement investors age 50+ who are retired or close to it.

$1 million +

Dilligent savers with investments valued at over $1 million.

Expert Guidance

People who value expert help because retirement in too important.

The Free Retirement Insight Assessment: How It Works

Our three step process to show you how you can lower your taxes, invest smarter, and maximize you retirement income and lifestyle.

Step one: The Discovery Meeting

This one-hour meeting can take place either virtually or in-person in our offices.  The first 15 minutes are devoted to determining if there is a potential fit between our firm and your unique needs.  If there is a potential fit, the next 45 minutes are devoted to learning more about your specific situation and answering your general questions.

Step two: Information Sharing

If The Discovery Meeting indicated that we can add value, we will ask you to securely upload a number of specific financial documents into our portal for analysis.

Step three: Insight Presentation

With your Check-up complete, we present you with a detailed analysis - in plain English - of the strategies we would reccomend to lower your taxes, invest smarter, and maximize your retirement income.

After we have shared our Retirement Insight Assessment with you, we only ask you to think about it. We are looking for long-term relationships with clients who value our advice, not quick, one-time transactions. If you decide we are not a good fit, that's fine. If we offer to work with you, it is because we believe we can make your life better! 

All it takes to get started is to schedule a discovery meeting

Schedule Your Discovery Meeting

Have Questions?

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Financial Planning and Investment Advice are offered through Lunin-Pack Planning and Advice, LLC, an SEC Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of Lunin-Pack Planning and Advice, LLC’s web site on the internet should not be construed by any consumer or prospective client as Lunin-Pack Planning and Advice, LLC’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. 
A copy of Lunin-Pack Planning and Advice, LLC’s current written disclosure statement as set forth on Form ADV, discussing Lunin-Pack Planning and Advice, LLC’s business operations, services, and fees is available from Lunin-Pack Planning and Advice, LLC upon written request. Lunin-Pack Planning and Advice, LLC does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.