Here’s exactly what working together looks like, from our first conversation to the years that follow. You’ll always know what’s next, and every decision stays yours.

A clear, simple process. No pressure, no jargon.

HOW IT WORKS

Schedule a Free 15-Minute Call
01
01
15 minutes · Phone or video
Intro call
A quick, no-pressure conversation. You tell me what’s on your mind, I explain how I work, and we see whether it makes sense to keep talking.
What to expect
No preparation needed
No cost and no obligation
An honest answer on whether I’m the right fit
02
02
About an hour · Edmond office or virtual
Discovery meeting
We sit down and talk about the life you want in retirement, the income sources you’ll rely on, and what worries you most, whether that’s outliving your savings, healthcare costs, or leaving something for your family.
Helpful to bring
Recent account and pension statements
Your Social Security estimate (from ssa.gov)
Any existing life insurance or annuity policies
03
03
45–60 minutes
Your options, explained
I walk you through a clear, written overview of the options that fit your situation, in plain English, with the trade-offs laid out side by side. Take it home, ask questions, and decide on your own timeline.
What you’ll get
A written summary you can keep
Options compared across multiple companies
Help with every step of the paperwork if you move forward
04
04
Ongoing
Ongoing reviews
Retirement isn’t a one-time decision. We check in regularly to make sure everything still fits, and I’m a phone call away whenever life changes.
Good times to reach out
Retiring or changing jobs
Marriage, a new grandchild, or a loss in the family
A health change in the family

STRAIGHT ANSWERS

How I’m paid

There’s no charge for in-person meetings or for the written overview of your options. If you choose an insurance or annuity product, I’m typically paid a commission by the insurance company, not by you directly.

I’ll always tell you how I’m compensated before you make any decisions.

Investment advisory services are offered separately and exclusively through StrongHold Capital Partners, LLC, a registered investment adviser. Advisory fees are separate from insurance commissions and are described in StrongHold Capital Partners’ Form ADV Part 2A (for advisory services)

COMMON QUESTIONS

Before we meet

Is the first meeting really free?

Yes. The intro call and discovery meeting costs nothing, and there’s no obligation to move forward.

Will I be pressured to buy something?

No. My job is to lay out your options clearly and answer every question, so you can make a confident decision on your own timeline.

Do we have to meet in person?

Whatever’s easiest for you. We can meet at my office in Edmond, by phone, or video.

Can my spouse join?

Please do. Retirement decisions affect you both, so it helps to have everyone at the table.

Ready to take the first step?

Book a free, no-pressure 15-minute phone call. Or reach me at (405) 609-7255

Schedule a Free Call