Tell us where you are on the mountain. Mike and John will use your answers to build a written plan for the way down, then walk you through it in person or on Zoom.
No. The plan is yours whether you become a client or not. Ocala Capital is an independent fiduciary, so there are no proprietary products to push and no sales quotas.
Yes. Many people use the plan as a second opinion on the plan they already have. You don't have to move anything or start over.
So the plan is built on your situation, not a generic example. Ranges are fine. You can skip anything you'd rather talk about in person.
Mike and John walk you through your Safe Descent Plan, answer your questions and show you what they would address first. Bring your spouse if you have one. The decisions are better made together.
Yes. You'll choose either their office in Ocala or a Zoom call when you pick your time.