20 -30 minute phone appointment

This could be the most valuable retirement planning consultation you've ever had.

You only retire once. Let's do it right.

We will talk about you, your situation, goals, tax profile, what you need from your investments, and your retirement.

You'll see how the Seven Strategies for Retirement Income could work for you.

And, we charge you nothing for it.


It's your chance to get to know us. And our chance to get to know you.

So jump on a Strategy Session phone call with me!

(801) 756-2220


1955 West Grove Parkway, Ste 200

Pleasant Grove, Utah 84045


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Strategy Session

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You will leave this phone call with valuable insight on your retirement income, now or still in the future.

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James A. Ferrin, CFP®