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
Have Questions?
Keep Reading!
Why Should I Work With Lunin-Pack Financial Group?
What Happens Next?
Are You A Fiduciary?
How Do You Get Paid?
How Do You Invest My Money?
Financial Planning and Investment Advice are offered through Lunin-Pack Planning and Advice, an SEC Registered Investment Adviser.
