The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them. Reach us by completing the contact form below, and someone will reach back out to you soon. We look forward to speaking with you!
OUR SIMPLIFY RETIREMENT PROCESS
We do our best workwith:
Those over age 50
Clients with over $1 million in investible assets (excluding your primary residence)
Individuals and couples looking to retire or make work optional in the next 5 years
Retirees
Those who value a long-term partnership with an advisory firm
Folks considering relocating in retirement
Schedule a 20 min Intro Call
To initiate our process, we begin with a 20-minute phone call which will give us both a chance to make sure your situation matches our experience.
Discovery Meeting
The next step is meeting with our team. During this 1-hour meeting, our team will gather a clear understanding of your money and life story. You’ll share concerns, desires, and financial information. We take the information gathered to develop your personalized ‘Simplify Your Retirement Assessment’.
Review Assessment
With your assessment complete, we will have another 1-hour meeting to review and present our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
