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Request an Illustration

It’s simple to have an illustration prepared. Here’s how it works:

Step One:

Complete the
Master Census form  and
Data Request form 1 and
return via email to Bill@PensionSpecialist.net or fax to 321.397.0409.

Step Two:

Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client.

Step Three:

We will prepare the illustration and make the presentation using our online presentation/conference call software –gotomeeting.com.  We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation and conference call.

Step Four:

Once the decision is made to move forward, follow the link to Implement a Plan.