No Cost or Obligation

WHAT: A free retirement and investment assessment to show how we can improve your financial plan and help to grow and protect your money leading up to and through retirement.

WHO: Diligent savers who have accumulated investment and retirement assets of $250,000 or more (excluding real estate).

WHY: We want you to know exactly how we can help grow and protect your retirement nest egg before you pay us a single dollar.

First Meeting: Discovery Call

A “get to know you” call to learn about your goals, concerns, and unique financial situation.

If we aren’t the right fit, we will work to guide you toward resources that are better suited to your financial needs.


Your free Financial Assessment will be guided by your answers to our questions, along with the documents you provide.

We will apply our expertise and understanding of your financial goals to analyze your situation and determine the three critical questions pre-retirees need to know:

  1.  Am I saving enough?
  2.  What impact will inflation have on my retirement income?
  3.  How can I reduce risk as I get closer to retirement?

Second Meeting: Solutions Call

In this meeting, we present your Financial Assessment. You’ll see in dollars and cents how our firm will improve your finances. We’ll also leave plenty of time for you to ask any questions on your mind.

If you are happy with the information we have provided and are ready to start working together, we discuss the next steps to formalizing our relationship. If you still aren’t sure, we encourage you to take some time to think things over.

Think About It

We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s important that you take as much time as needed to make a decision. Consider the following:

  1. Do I like/trust/respect the team at Riverbend?
  2. Do I understand and agree with their investment philosophy?
  3. Do their recommendations make sense to me?

Third Meeting: Get Started

If you decide that Riverbend is right for your retirement and investment goals, we will provide an Advisory Agreement for your review and request additional personal information to get started.

During this meeting, we will answer any lingering questions you may have, engage in a deeper goal setting exercise, review what you can expect from us as your advisor, and outline the logistical next steps of working together.

How Do I Know If I’m a Good Fit?

We deliver the greatest value when we focus on situations that require our expertise.

Our typical clients are:

  • People who want to delegate their financial planning and investment management to professionals so they can spend time on what matters most.
  • Diligent savers who have accumulated $250,000 or more of investment assets.
  • Individuals looking for a proactive, risk-managed approach to investing to help grow and protect their money leading up to and through retirement.