You’re All Set — Your Call Is Scheduled
I will meet with you at your scheduled time to go over your retirement options.
This call is about building a strategy that protects your money from being lost, eliminates market worries, and sets you up for predictable income.
What Happens Next
✅ You’ll receive a confirmation email with all your call details.
✅ Please be in a quiet place during your scheduled time so you can get the most from the conversation.
✅ Paul will either call you directly or connect via the meeting link provided.
Want to Get More From Your Call?
If there’s anything specific you’d like guidance on — whether it’s rolling over a 401(k), avoiding market losses, or understanding annuity options — feel free to jot it down ahead of time.
The clearer your goals, the more helpful the conversation will be.