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.