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Pursue the financial well-being you desire It's time to accomplish your financial goals. Work with our financial advisors to develop a unique plan so you feel empowered to reach your financial goals and pursue endless possibilities. CONTACT US SPECIALTIES Retirement Planning Match your goals with your financial realities to help plan for a lifetime of income after your last paycheck. Estate Planning Transfer your wealth successfully, minimize transfer taxes, and protect your assets for future generations. Investment Management Let us manage your investments, aiming to meet specific objectives based on your overall financial plan. Business Retirement Plan Solutions Our comprehensive retirement plan services span design, administration, compliance, and employee education. Our commitment is to deliver financial planning solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you to reach your financial goals. ABOUT US SOLUTIONS FOR INDIVIDUALS No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs. LEARN MORE SOLUTIONS FOR BUSINESSES We take a close look at all aspects of your business's financial situation to help ensure your business is on the right track. In addition, we offer comprehensive retirement plan services to help you select, implement, and manage the right plan for your business. LEARN MORE Your journey starts here. At Infinitas, you benefit from a team of 25+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. CLIENT-CENTRIC APPROACH We provide you with the financial knowledge and economic insights to work toward your financial goals. PERSONALIZED STRATEGY We look at your immediate financial goals and ways to benefit future generations with unique strategies. DESIRE TO SERVE Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community. OUR STORY We are blessed to be a blessing. At Infinitas, we celebrate our impact on the lives of our clients and community. Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve. LEARN MORE Through our charitable giving efforts and volunteer work, we partner with over 20 local and national organizations each year through contributions from our advisors, staff, and clients. We hold several events throughout the year to raise awareness and funds for causes near and dear to our hearts, as well as serve our community directly through organizations such as Traveling Turkeys and Meals on Wheels. 100+ Hours VOLUNTEERED PER YEAR Over $250,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS It's time to explore endless possibilities. LEARN MORE CONTACT US

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(913) 327-1627 jim.heeney@pegasuskc.com Visit Jim's LinkedIn Jim Heeney AAMS® FINANCIAL ADVISOR Jim graduated from the University of Kansas, where he also played baseball, with a BS in business administration. He then spent 15 years with Koch Industries in Wichita, KS before moving into the investment business in 1999 with AG Edwards. He returned home in 2013 to Overland Park, KS. He joined Pegasus Capital Management * in 2014 and brought along Client Relationship Manager Ashley Goeken, who continues to work with his clients. Jim continues to enjoy working with families on their wealth management as part of the Pegasus Capital Management* team. He acquired his AAMS degree from the College for Financial Planning in 2006. Jim’s parents and siblings are all in the Kansas City area. He has three adult children in Wichita, Denver and Kansas City and earned the title of “grandpa” in 2020. He enjoys living in Kansas City and being close to family, friends, Lawrence and the Royals. Jim has a love for the outdoors and enjoys spending time in Colorado running, biking, hunting and fishing in the cool mountain air. *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Explore Your Financial Future With Jim PHONE EMAIL

(913) 327-1627 jack.evans@pegasuskc.com Visit Jack's LinkedIn Jack Evans CFA® FINANCIAL ADVISOR Jack joined Pegasus Capital Management in 2023 as an Associate Wealth Advisor and is thrilled to help investors make well-informed investment decisions and pursue their financial goals. A native of Kansas City, Jack attended Rockhurst High School and graduated with Honors from the University of Kansas. He holds Bachelors degrees in Finance and Accounting. During his time in college, Jack gained experience through internships in various analyst roles. After graduating in 2019, Jack started his career at Capital Group as a member of the Sales Development Program, a highly selective post-graduate training program for individuals who wanted to start a career in Mutual Fund Sales. In September of 2020, Jack began his most recent role as an Internal Wholesaler at Capital Group, covering the major wire houses in San Francisco where he worked with Financial Advisors to match their clients to the appropriate Capital Group investment product. Jack’s contributions in this role were recognized through an “Outstanding” rating in 2022 and promotion to Senior Internal Wholesaler prior to departure. In addition to the CFA® designation, Jack holds Series 6, 7, 63, and 65 licenses and aspires to complete the CFP® program. In his free time, Jack enjoys attending Kansas Football and Basketball games, golfing, and spending time with his family. *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Paraplanner Brett Clark brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Jack PHONE EMAIL

ABOUT SERVICES OUR TEAM CONTACT Empowering your employees to retire ready LEARN MORE Imagine that every employee in your company felt confident in their ability to retire comfortably. At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions. ONE-ON-ONE MEETINGS We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances. FULLY INDEPENDENT We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business. SHARED RESPONSIBILITY As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations. SERVICES HOW WE WORK WITH YOU Plan Development and Design Participant Services and Education Investment Selection and Monitoring Vendor and Fee Management Plan Operations and Regulatory Compliance Fiduciary Protection REQUEST SCORECARD HOW WE WORK WITH PARTICIPANTS Group Education Meetings One-on-One Advice Meetings Savings and Company Matching Calculations Investment Advice and Portfolio Design Beneficiary Consulting Rollover and Roll In Assistance Social Security Strategies CONTACT US Infinitas proudly helps people retire across the country, serving clients in 41 states. We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees. Founded in 1990 with over $3.9 Billion in Assets Under Advisement (as of 06/30/2024) we serve over 24,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees. MORE ABOUT INFINITAS 2024 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2024 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 452 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024. Advisers were ranked by local assets under management/advisement as of July 2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 41 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner David Pacer CFP®, CRPS®, CPFA Partner Zack DiSette AIF® Financial Advisor Sam DiSette AIF® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Scott Herz Financial Advisor Melissa Myers Financial Advisor Tammy Tetzlaff AIF®, QPA, QKA Financial Advisor & COO, Retirement Plan Solutions Blake Workman CPFA Financial Advisor Amber Cousins Client Services Associate, Retirement Plan Solutions Brennan Masterson Paraplanner Deah Rubin Sr. Client Services Specialist, Retirement Plan Solutions Stephanie Snyder Director of Client Services, Retirement Plan Solutions Request a Scorecard Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should. NAME EMAIL SUBJECT YOUR MESSAGE SEND Thanks! We'll be in touch soon. CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 TAMMY@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENTS RESO URCES CLIENT LOGIN SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. 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(913) 563-7300 tammy@infinitaskc.com Visit Tammy's LinkedIn Tammy Tetzlaff AIF®, QPA, QKA COO, RETIREMENT PLAN SOLUTIONS AND FINANCIAL ADVISOR Tammy Tetzlaff enjoys helping provide business owners and human resource administrators with confidence and a clear understanding of complex retirement plan offerings. She has over 30 years of experience counseling company leaders on employer-sponsored plans. Tammy’s experience spans plan creation, administration, management, and employee education. She has decades of experience advising management teams and helps bring clients confidence with her knowledge of compliance and ERISA, the regulations governing corporate plans. Tammy is active in industry organizations such as the National Association of Plan Advisors, the National Tax Sheltered Accounts Association, and the American Society of Pension Professionals & Actuaries. Her technical and administrative experience is reflected in her industry accreditations: Accredited Investment Fiduciary®, Qualified Pension Administrator and Qualified 401(k) Administrator. Tammy earned a master’s degree in business administration with an emphasis in management from Rockhurst University. She graduated from Kansas State University with a bachelor’s degree in business administration, with an emphasis in human resources and a secondary major in labor and industry relations. Tammy and her husband enjoy traveling and new adventures. The couple hopes to have one fun adventure in all 50 states before they retire. 2017-2022 NAPA Top DC Advisor Teams, created by NAPA. The 2022 award was presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. Meet The Team Team Directory > Financial Advisor & COO, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Sr. Client Services Specialist, Retirement Plan Solutions Deah Rubin deah@infinitaskc.com (913) 563-7300 Director of Client Services, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tammy PHONE EMAIL

(913) 563-7300 zack@infinitaskc.com Visit Zack's LinkedIn Zack DiSette FINANCIAL ADVISOR AIF® As a growing Financial Advisor, Zack has found a passion in working with families and businesses who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships in order to provide the appropriate financial planning strategies and investment objectives for your financial freedom goals. Working within a family office, along side his father and senior partner, Tim DiSette and younger brother Sam DiSette. Their team provides advice to primarily two types of clients. Individuals & families engaging in wealth management services and business owners who need services including retirement plan management and business succession planning. Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife Natalie frequently take trips to Grand Lake in Oklahoma to fill up the summers, while cheering on the Crimson Tide on Saturdays in the fall. Zack and his dad are also avid hunters in the winter, leading to many trips out to western Kansas with friends. Meet The Team Team Directory > Explore Your Financial Future With Zack PHONE EMAIL

(913) 563-7300 david@infinitaskc.com Visit David's LinkedIn David Pacer CFP®, CRPS®, CPFA PARTNER David Pacer is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Retirement Plan Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) at Infinitas. David knows that planning for your financial success is complicated in today’s world. It requires a broad knowledge of everything from complex investment products to elaborate tax laws. PROFESSIONAL DESIGNATIONS, CERTIFICATIONS, REGISTRATIONS, & AFFILIATIONS Member of the Financial Planning Association Holds FINRA 66 & 7 registrations and Life & Health licenses Registered Securities Representative David is a native of Chicago, but has called Kansas City his home since 1997. He graduated from Eastern Illinois University with a Bachelor’s Degree in Business Management. David and his wife, Elizabeth, reside in Parkville, MO where they stay active with their 4 children and 2 dogs. Traveling and making memories with his family are a top priority. Growing up, David’s passion for drums came from his father, who led the snare drumline for the world famous Cavaliers in 1961. At the age of 6, his father gave him the original 1965 Ludwig drum set that he purchased when he was in a band. David has been playing ever since. He helped create the band Sunny-Side-Down, who has been performing on a monthly basis all over Kansas City since 2000. They have many followers who enjoy their mix of cover songs and originals from their 2 recorded albums. David has worked with women his whole life. As the son of a single mother and the only brother to two sisters, he quickly learned about the unique challenges women can face in the financial world. After helping his mother through many financial transitions, he found early in his career that he enjoys working with women as their trusted advisor. His goal is to share his experience and help them overcome challenges while taking advantage of the unique opportunities that exist. 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in Sept 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in January 2022 based on data gathered between May 2022 and February 2023. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Explore Your Financial Future With David PHONE EMAIL

MEET OUR ADVISORS Let tomorrow begin today . Your future starts now. Let us be your guide. CONTACT US Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals. With a team of over 20 financial advisors, we give clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. Our trusted advisors provide independent counsel so you and your loved ones can feel confident in your financial journey. Our Values: Independence We provide independent, unbiased counsel and a customized financial plan that is right for you and your loved ones. Trust We value the trust you are placing in us and our business ethics and we accept that responsibility with transparency. Confidence We can help you feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow. Serving Clients In 41 STATES Assets Under Management* $3.5 BILLION *As of 06/30/2023 Founded in 1990 A heart for giving back. At Infinitas, we believe in making a positive impact in our community and beyond. We are not only dedicated to providing exceptional financial services but also to giving back through meaningful charitable efforts. Through our commitment to social responsibility, our team volunteers their time and expertise to support local causes, making a difference in the lives of those in need. Furthermore, we are proud to offer grants that empower organizations and individuals who are driving positive change. LEARN MORE 2023 Kansas City Business Journal Top Fee-based Investment Advisors, Presented 9/8/2023. Advisers were ranked by local assets under management/advisement as of 6/30/2023. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 44 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information . Meet Our Advisors Infinitas has over 20 financial advisors ready to help you achieve the financial well-being you deserve. Our experienced team is prepared to address your wealth management needs. We realize there is no one-size-fits-all approach to wealth management, which is why we're prepared to look at your entire financial picture to find the best solutions for you. CONNECT WITH US View Team Directory >

(913) 563-7338 blake@infinitaskc.com Visit Blake's LinkedIn SCHEDULE Blake Workman FINANCIAL ADVISOR CPFA Blake has a strong passion for helping people achieve financial success. He continued this drive when he partnered with Infinitas in 2019. He has been in the financial planning and consulting industry since 2014. His years of experience coupled with his Bachelor of Science in Business Management from Iowa State University have given Blake the tools he needs to help individuals build their financial wealth and plan for a successful retirement. Blake's financial philosophy is simple: education first. He emphasizes that his job is to educate you on all options available and assist with choosing the path that best helps you achieve your unique and individualized goals. Once a plan is created, it is very important to review the plan often to ensure it adapts to your changing financial needs and stages of your life. He holds professional designations that demonstrate his on-going education to help support clients’ financial needs. The Certified Plan Fiduciary Advisor (CPFA®), FINRA Series 7 & 66 registrations. When not working, Blake finds balance with his wife, Korrie, and their zoo of animals: 3 dogs and 3 cats. They love playing softball (how they met), spending time with family, and swimming in their pool. Blake loves finding new bourbons to sip, cheering on Iowa State, and home improvement projects. Meet The Team Team Directory > Explore Your Financial Future With Blake PHONE EMAIL

(913) 563-7300 wade@infinitaskc.com Visit Wade's LinkedIn K. Wade Carpenter CFP®, AIF®, CHFC® SENIOR PARTNER As a Senior Partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources." As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs. Wade graduated from The University of Central Missouri with a bachelor’s degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist (CFBS) designation, Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Life Underwriter (CLU) designation, and is also a member of the Financial Planning Association (FPA). In 2020, 2021, 2022, and 2023, Wade was named a Forbes Best-In-State Wealth Advisor.* Wade served on the Board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa. Wade values education as a way to promote professional excellence and sets himself apart by staying current in regard to ever-changing tax, legal and financial issues. While not working, Wade enjoys spending time reading, golfing, and traveling with his wife Stephanie, and their three daughters, Kristi, Courtney, and Cassidy. Chairman’s Level Award A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. TERI M. Wade and I first met back in 2010 when I was working with Viracor IBT in Lee's Summit. I was the dumb 32-year-old who bought company stock and heavily invested in my 401 K but did not really know what to do with it or for that matter monitor what it was doing. Viracor was a smaller privately owned company, but the owner cared a great deal about the employees and offered the services of Wade's company to help with retirement planning. Wade came into the office and met with employees privately to discuss their current portfolio and answer questions regarding future steps or recommendations. I am so thankful for that owner because it changed my investment world forever in partnering with Wade. I started to meet with Wade each time he came in and discuss what I needed to do to set myself and my family up for success in the future. Even after a job change took me 2 hours away my husband and I continued to work with Wade and his team due to the level of comfort and trust built over the prior years. I could go on and on about everything Wade has done for me and my husband over the years. He manages everything in our retirement, investments and 529 accounts. Wade has a team that is always available. When we have minor questions, we can reach out to any of them as well as Wade. No matter what we need someone always gets back to us ASAP and takes care of our needs. Wade understands everything about us and what our goals are and where we see the future. Wade has continuously helped us meet our goals and provided guidance for over 14 years. The statement was provided 08/01/2024 by Teri Maclaughlin who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. Meet The Team Team Directory > Explore Your Financial Future With Wade PHONE EMAIL

(913) 563-7300 michael@infinitaskc.com Visit Mike's LinkedIn Michael Orndorff CIO, FINANCIAL ADVISOR CFA® Mike Orndorff joined the Infinitas team in August of 2019 and brings more than 25 years of investment and business experience to the table. Mike started his career as a CPA with Price Waterhouse where his audit clients ranged from national financial institutions to small and mid-size businesses and charitable organizations. He then transitioned his career to investments by joining Franklin Savings where he became a Senior Fixed Income Analyst. As part of the investment team, he helped manage a portfolio of more than $10 billion. His interest in equity investing led him to American Century. He initially served as Manager of International Research, overseeing the firm’s proprietary financial database and providing fundamental analysis for the international portfolios. He then joined one of the U.S. equity teams analyzing and co-managing more than $8 billion in assets. Mike earned a bachelor’s degree in business administration from the University of Central Missouri and a master’s degree in management from Boston University. He is a holder of the CFA certification and a member of the CFA Institute, CFA Society Kansas City and ACG Kansas City. He served nine years as a director for the UCM Foundation including two years as Chair of the Investment Committee. He also served multiple years as a director of the CFA Society Kansas City. Mike has long been an avid cyclist, having ridden over 2,000 miles one summer to Canada and around Lake Superior. More recently, he has participated in a number of local rides including the MS150, Bike Across Kansas and the DK100. Mike and his wife Rhonda live in Overland Park and they have two grown daughters. They enjoy volunteer activities, listening to live music and visiting their daughters located in Washington D.C. and St. Louis. Your financial future starts with our process. Mike's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Mike provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION Meet The Team Team Directory > Explore Your Financial Future With Mike PHONE EMAIL