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Call Confirmation
Congratulations!
Your No-Cost Retirement Planning ZOOM Consultation Is Scheduled...
Please Check Your Email Now For Confirmation And Details.
Craig Willeke
Tea Lundell
Financial Advisors with over 30 years of collective experience helping 100's of retirees and pre-retirees protect their assets, mitigate taxes, and maintain their lifestyle in retirement.
We sent you an email confirming the date and time of our call. Please mark it in your calendar. Like yours, our time is valuable so it really is important to make this an on-time meeting.
Please join the ZOOM CONFERENCE CALL at the time of our scheduled meeting. You can find the link to join the zoom conference call in your email and in your calendar invite. If you need help with finding your zoom call link, please email Craig@WillekeFinancialGroup.com or Tea@WillekeFinancialGroup.com
Be prepared to talk about your expectations for retirement, your financial situation, and your desired lifestyle during retirement.