You’ve worked, saved, and sacrificed. Now it’s time to enjoy, share, and thrive.
The P³ Method is a clear way to Plan today, Protect tomorrow, and Prosper for life.
Step One
Connect
Let’s Get to Know Each Other
We’ll kick things off with a relaxed conversation — either face-to-face here in Florida or virtually from wherever you’re most comfortable. This is where you share what matters most.
Step Two
Envision
Discover Your Vision for Retirement
Together, we’ll paint the picture of what your ideal retirement looks like — travel, family, giving back, or simply peace of mind. Whether we meet in person or online, this step is all about putting your vision first.
Step Three
Inspect
Organize & Review Where You Stand
We’ll bring clarity to your current financial picture — savings, investments, Social Security, insurance — and organize everything in one place. This can be done at my office, over coffee, or through a secure virtual meeting.
Step Four
Blueprint
Build Your Personalized Strategy
Here’s where the P³ Method shifts into gear. We’ll build a strategy that not only lays out your plan, but also protects your income, minimizes taxes, and secures your legacy. You choose: an in-person planning session or a convenient online meeting.
Step Five
Implement
Put the Plan Into Action
When you’re ready, we’ll move forward with implementing your strategies — adjusting investments, setting up income streams, or preparing estate pieces. Whether across the table or across the screen, we’ll guide you every step.
Step Six
Evolve
Stay Connected & Prosper in Retirement
Life changes — and so should your plan. We’ll meet regularly, either in person or virtually, to review and adjust so your strategy always supports you. The goal isn’t just stability — it’s to help you truly prosper in retirement.
Schedule
a visit with Roger
Your Next Chapter Starts With A Conversation?
Schedule your free consultation today. Online or in person and take the first step toward retiring with confidence