Schedule Your Connection Call

Choose a time that works best for you. Our calendar shows real-time availability, and you'll receive a confirmation email with all the details.

Before Your Call

  • Have your current retirement account statements handy
  • Think about your ideal retirement timeline
  • Consider your current financial concerns or questions
  • No need to prepare anything formal - just bring your questions!

How It Works

  • Personal phone conversation - grab your favorite coffee and chat from anywhere comfortable
  • Friendly, no-pressure conversation about your goals
  • Receive personalized recommendations during the call
  • Follow-up email with key takeaways and next steps

Prefer to Talk First?

Have questions about the process or want to discuss your situation before scheduling? We're here to help.

Call 1-800-566-1002 or Take Our Free Quiz First
Schedule Your Connection Call

Book Your Connection Call

Take the first step toward retirement confidence with a complimentary 20-minute consultation designed specifically for Florida APRNs.

20 Minutes, No Pressure

A focused conversation about your retirement goals and current financial situation. No sales pitches, just genuine insights.

APRN-Specific Guidance

Discuss challenges unique to nurse practitioners, from 403(b) plans to career transitions and income planning.

Personalized Insights

Walk away with actionable recommendations tailored to your specific situation and retirement timeline.

What We'll Cover in Your Connection Call

Current Retirement Readiness

Quick assessment of where you stand today

APRN-Specific Opportunities

Healthcare benefits optimization strategies

Tax Reduction Strategies

Florida-specific tax advantages for APRNs

Next Steps Recommendation

Clear action plan for your financial future

100% Fiduciary Standard - Your interests always come first

Completely Confidential No Obligation APRN Specialists