How It Works

1. Schedule Your Free Consultation

Choose a convenient time for a complimentary 30-minute Zoom conversation. Share what you would most like to discuss when you book.

Schedule a Free Consultation

2. Discuss Your Goals

Talk through your priorities, retirement timeline, and questions. We listen first and help identify the areas where more information or planning may be useful.

3. Explore a Personalized Strategy

Review suitable options and their costs, benefits, and limitations. Together, we identify practical next steps based on your priorities, with time for you to ask questions before making a decision.

Helpful answers before we talk

A few helpful answers before we meet. Have another question? Call 704-962-8566 or schedule your free consultation.

What happens during the free consultation?

We meet on Zoom for 30 minutes to discuss your financial goals, retirement priorities, and questions. It is an introductory conversation to understand your needs and identify useful next steps.

Is the consultation really complimentary?

Yes. The introductory 30-minute Zoom consultation is complimentary. If you later consider an insurance or annuity product, its premiums, fees, terms, and other costs should be reviewed before you make a decision.

How do I book, and what should I prepare?

Use any Free Consultation button to choose a time on our Zoom calendar. Bring your questions and a general sense of your goals and retirement timeline. You do not need to complete a lengthy questionnaire before booking.

Is the online event free?

Yes. The October 29 retirement income workshop is a free educational event. Email your RSVP and access details will be sent before the event.

Do you provide tax or legal advice?

No. Educational information can help you ask better questions, but tax and legal decisions should be reviewed with qualified professionals who understand your situation.

FOREVER PROSPERITY GROUP

Plan for the income you can actually use

Gross income tells only part of the story

Social Security: Understand potential taxation

Medicare: Prepare for IRMAA

Withdrawals: Consider the timing

CHOOSE YOUR NEXT STEP

Personal guidance or practical education

Retirement Education & Upcoming Events

Retirement Income: What You Keep Matters

Independent guidance for retirement decisions

Clear explanations. Thoughtful conversations.

How It Works

1. Schedule Your Free Consultation

2. Discuss Your Goals

3. Explore a Personalized Strategy

Helpful answers before we talk

Your retirement income deserves a closer look.

A Conversation Is the First Step

Forever Prosperity Group

FOREVER PROSPERITY GROUP

Plan for the income you can actually use

Gross income tells only part of the story

Social Security: Understand potential taxation

Medicare: Prepare for IRMAA

Withdrawals: Consider the timing

CHOOSE YOUR NEXT STEP

Personal guidance or practical education

Retirement Education & Upcoming Events

Retirement Income: What You Keep Matters

Independent guidance for retirement decisions

Clear explanations. Thoughtful conversations.

How It Works

1. Schedule Your Free Consultation

2. Discuss Your Goals

3. Explore a Personalized Strategy

Helpful answers before we talk

Your retirement income deserves a closer look.

A Conversation Is the First Step

Forever Prosperity Group

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