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The Next Step Toward a Successful Retirement Starts Here … and it begins with a Conversation
Read below to learn how to get started
Welcome to my contact page!
At this point, you may be ready to take the next step toward a successful retirement.
If that’s the case, I would like to invite you to schedule a financial conversation with me.
I’m inviting you to join me for a conversation, not an evaluation to judge you and certainly not “just another appointment.”
You will not walk away from this conversation having purchased something. This is your chance to talk openly about your financial situation, ask questions, and get some clarity.
The purpose of this conversation is:
- For you to learn more about me and my firm
- For you to get answers and gain clarity
- For me to learn more about you and your financial situation
- For me to provide advice and solutions
- For us to determine if working with me could benefit you
While it’s clear that I’m a financial advisor, and yes, I do this professionally, there’s no obligation or expectation. If at the end of this conversation, you determine that we are a good fit and my services could benefit you, we can discuss a second meeting.
Keep in mind, however, that you’re also free to walk away from this conversation with no strings attached. Regardless of the outcome, we’ll part amicably. If that sounds good to you…
Fill Out the Form Below to
Schedule a Financial Conversation with Me…
After you fill out the form above, I will personally call you at the phone number that you provided to iron out a few details and schedule a convenient time.
You should expect to hear from me within 24 hours. If you fill out the form on the weekend, I’ll make sure give you a call on the next business day.
I look forward to speaking with you soon!
Regards,
Matthew T. Brenneke
Matthew Brenneke, FRCSM
“The Federal Retirement Guy”
P.S. Here are some frequently asked questions people ask me…
Q: Will this conversation be high pressure?
A: Not at all. My goal is to answer your questions and help you better understand your benefits so that you can prepare for a successful retirement.
Q: What if I already have a financial advisor?
A: That’s perfectly fine. Many of my clients had a financial advisor, but they also wanted a second opinion from another qualified professional.
Q: I’m busy and not sure I have the time. How long will this take?
A: 30 minutes. However, to make sure we have plenty of time to address all your questions and concerns, I block an additional 30 minutes off my calendar for these conversations in case we need it.
Q: Is there a cost or obligation for this conversation with you?
A: Absolutely not. It’s 100% complimentary. There’s no cost and there’s no obligation to move forward after our conversation.
Q: What should I bring to this meeting?
A: The following items are helpful, but not required: Paystub or LES, FERS/CSRS Annuity Estimate, TSP statement, Social Security Estimate, other financial statements or items that you would like to discuss, and a list of questions that you would like to be answered.
Q: Can I bring my spouse or a family member?
A: Yes, of course! Retirement planning is often a family affair, and I encourage you to bring your spouse or anyone else involved in your financial decisions.
Q: Am I too old/young to meet with a financial advisor?
A: No! Regardless of your age, I believe the best time to address your financial future is today.
Q: I am already retired so this conversation won’t benefit me…right?
A: Wrong. Retirement is a journey, not a destination. Just because you are officially retired doesn’t mean you have successfully retired. It’s never too late to prepare for any curveballs that life has a knack for throwing at us.