Schedule Your FREE Retirement Breakthrough Session Today

In this 20 Minute Private Conversation :
  • Identify Your Retirement Goals: we'll talk about you, your retirement goals and your personal retirement timeline.
  • Identify Obstacles: based on your goals we'll identify the obstacles, fears and challenges and identify potential solutions so you can move forward with confidence.
  • Outline a Next Steps Planning Strategy: together we'll outline a plan of action and next steps specifically for you. You'll leave our conversation with clarity and confidence and ready to "embrace your wealth."

What People Are Saying

Liesel Schmidt

“Linda is the ultimate professional. She listens to every client's story so she can make recommendations to meet every situations unique needs. Linda is thoughtful, attentive, and strategic. She offers advise then lets the client make the decision within the realm of their comfort zone” ”

Leslie Woodson

“Working with Linda has surpassed my expectations. She takes the time to really know her clients which gives me every confidence that not just my financial goals are understood but also my comfort level. Transitioning into retirement will be much easier with her guidance.