Whether you have questions about your current plan or you're ready to take a closer look at where you stand — we're here to help. Reach out and we'll respond within 24 hours.
We’ll respond within 24 hours.
Your information stays private — always. We never sell or share your data.
No sales pitch. No pressure. Just an honest conversation about where you stand and what options are available to you. We work with individuals at every stage of retirement planning — from those just starting to think about it to those a few years away from their target date.
New York City USA
+413-221-3234
dcpsix@yahoo.com
Quick answers to what we hear most often.
Yes — completely. There is no charge, no hidden fee, and no obligation of any kind. We offer free educational consultations because we believe you deserve honest information before making any decisions. If you choose to work with us further, we can discuss that. If not, you still leave better informed than when you arrived.
Our approach is built around education first. We are transparent about how we are compensated and will always disclose that information upfront. Our goal is to give you recommendations that serve your interests — not recommendations that serve our income. You will never feel pressured toward a product during any of our conversations.
It depends on where you are starting from and what you need. An initial consultation typically takes 45 to 60 minutes. From there, the depth of the engagement depends on the complexity of your situation and how much guidance you want. Some clients want a one-time review. Others prefer ongoing support. We accommodate both.
That is not a problem at all. Many of our clients come to us for a second opinion or to better understand what their current advisor has put in place. We are happy to review your existing plan and explain what we see — in plain language — so you can have a more informed conversation with whoever you work with.
Yes. We offer both in-person and virtual consultations to accommodate whatever works best for you. Virtual meetings are available via video call and are just as thorough and productive as in-person sessions. You can request your preferred format when you reach out.
