How We Help You Retire with Confidence

Discovery

I am dedicated and committed to providing you with tailored recommendations based upon your unique goals and legacy plan. We'll get to know you and what's important to you first. If it makes sense and we're a fit for each other, we'll execute your legacy plan.

Fresh Dose of Honesty

I pride myself on being honest with you. We'll always have a discussion about the good and the bad. Ultimately, you'll be armed with all the tools necessary to make informed decisions that are best for you, your business, and your family. Everyone has different needs, so it's important we address each one with a clear lens.

Individuality

One size never fits all. When we meet, I will craft a plan to meet YOUR needs. You spent your time and energy building your business, now let me help you protect it.

THE

PROCESS.

INITIAL MEETING

During the Initial Meeting, we will discuss your goals and what is on your must-have wish list when it comes to your legacy. It's an information gathering session. You get to know me, and I'll get to know you. Help me understand why your legacy is important to you.

1

2

CASE DESIGN-STRATEGY OVERVIEW

After we meet, I will create a strategy for you that includes your must-haves. I have access to top level products that I stand behind 100%. We'll discuss the details of how they work and how they will help you reach your goals. This step is very important!

3

"MONEY MOVES"

We have a final meeting to discuss the carefully tailored strategy. Once all the options are on the table, it's up to you to take that step to secure your legacy. With your "green light", we execute "money moves". We'll be with you every step of the way to ensure a smooth process.

Congratulations, you are now part of the Purdin Capital Group family! This is just the beginning of your journey, and we are proud to be an integral part of your legacy.

CONTACT US

If you're interested in having a conversation and learning more about how we can help, drop us a message. We look forward to getting to know you.