A 20-minute phone call will give us both a chance to ensure that your financial circumstances are a match for our retirement planning expertise.

During this meeting we will ask questions to fully understand:

• Your concerns.

• Your key financial and personal needs.

• Your unique financial circumstances.

• What prompted you to reach out at this particular time.

During this meeting we will review our findings and recommendations based on what was learned in the Discovery Meeting. We will share how our firm can help you:

• Improve your retirement plan.

• Lower taxes.

• Optimize your investments.

At the end of this process, we will simply ask you to think about it.

• Do you like and trust the team at Newpark Wealth?

• Do you understand and agree with Newpark’s financial planning and investment philosophy?

• Do Newpark’s recommendations make sense to you?

There is never a hard-sell or pressure to say "yes."