Is this just a sales pitch?
A sale can come up. But your consultation starts with your retirement, and you never have to buy.
The fair worry
You booked help with your savings. You don't want to sit through a pitch that ignores why you came.
The answer
I want you to know what you're walking into. Your free consultation is a Zoom call with your retirement advisor. You'll put your income, bills, savings, and goals in one picture. That shows what your money needs to do before a product comes up.
The advisors mostly offer annuities and other insurance products. If you buy one, the insurer usually pays your advisor a commission. Your advisor pays Retire Handbook to set up the meeting. Our fee stays the same whether you buy or say no.
At your consultation
Bring the question that made you book. Your advisor will work through it using YOUR numbers. Then you choose whether to take another step.
More questions on this topic
- Why is this free? What's the catch?You never pay Retire Handbook. Your retirement advisor pays us to set up the meeting.
- What if I say no?You can say no. Taking the free consultation doesn't mean agreeing to buy.
- Why do you need my information?Your retirement advisor needs a rough picture of your retirement to talk about it.