Complimentary Financial Check-Up & Tax Analysis

If you are not a client, IncomeMax Financial offers you a complimentary, one-hour consultation with one of our CERTIFIED FINANCIAL PLANNER™ professionals at absolutely no cost or obligation to you.

Choosing the right financial advisor can be one of the most important decisions you make in retirement. Because this decision is so important, we have developed a no-cost, no-obligation five-step process to help potential clients make an educated and informed decision about IncomeMax Financial.

The first step in this process is a 20 minute initial call. The purpose of this call is to answer your questions, see if we are potentially good fit between our expertise and your needs, and to explain in greater detail our process for helping you evaluate IncomeMax Financial.

Step 1

Introductory Phone Meeting

Before committing a significant amount of our time or yours, this 20-minute call will give us a chance to make sure your situation matches our expertise (after all you wouldn't want to see a Cardiologist if you required knee surgery!).

The call is complimentary, there will be no paperwork to sign and no nothing offered for sale.

We will use the time to get to know one another and determine whether it makes sense for us to create a free one-page financial plan and tax analysis.

schedule introductory call

Step 2

Formal First Meeting

The purpose of this meeting is to gain a clear and detailed understanding of your financial goals, conerns, and unique financial situation.

We'll ask for a few documents such as your tax return and account statements to analyze and provide your Free Financial Check-Up & Analysis.

Your answers to our questions and the information you provide will guide our analysis in addressing many client concerns and questions.

schedule introductory call

Step 3

Our Analysis

This is where our team of CERTIFIED FINANCIAL PLANNER™ professionals, decades of experience, and countless hours of training and education, will take the information you have provided and develope an executive summary showing you how we can improve your retirement plan, maximize your income, lower your taxes, and optimize your portfolio to have the best possible retirement.

schedule introductory call

Step 4

Formal Second Meeting

This is where we present your Financial Check-Up & Tax Analysis and explain, very clearly, what you need to do to accomplish your financial goals and objectives. These recommendations and high-level guidance will summarize your current financial situation in five key planning areas: Retirement Income Planning, Income Tax Planning, Estate Planning, Investment Planning, and Protection Planning.

At the end of this meeting, there will be no paperwork to sign, and nothing offered for sale. We will simply ask you to Think About It.

schedule introductory call

Step 5

Think About It

With your Financial Action Check-Up & Tax Analysis, you will decide whether you will work with us, implement the plan yourself, or hire another another finanical planner.

If you like and trust the team at IncomeMax Financial, comfortable with the recommendations made in our Financial Check-Up & Tax Analysis, and believe the value they provide is more than the fees you will pay, we will move to the next step of onboarding you as a client and you becoming part of our family.

schedule introductory call

Step 6

Implement Plan & Become Part Of Our Family

If we agree to work together, we will begin the onboarding process for you to become a client.

schedule introductory call

Navigate Retirement with Confidence

Retirement strategies can be complex. Our team of CERTIFIED FINANCIAL PLANNER™ professionals are here to guide you through the process, providing you with the information you need to help make an educated and informed decision about your future.