How we work

What a first engagement involves

The first conversation is free, and there’s no obligation. Here’s how the rest usually goes.

The steps

How it usually goes

Step 1

Call, email, or send the form. Share as much or as little as you like at this point.

Step 2

A first conversation about where you stand, what you want retirement to look like, and whatever is on your mind. Free, and no obligation.

Step 3

Income, taxes, investments, risk, and estate, looked at together, so that no one decision gets made in isolation from the rest.

Step 4

Whether to go further is your call. If you do, you agree the scope of the work and what it costs before anything starts.

What to expect

What you have built, what you want retirement to look like, and whatever questions you have been carrying around.

Every recommendation comes with the thinking behind it, and what it costs you.

Bring your spouse, an adult child, your accountant, your attorney. Anyone who should hear it is welcome.

Ask anything, at any point, however basic it feels. You get a straight answer in plain language.

Our approach

The principles Transparent Retirement Group was founded on.

You’ll know what you’re paying, and what you get for it, before you sign anything.

Sean gives investment advice as a fiduciary. That means he is required to put your interests ahead of his own.

Sean explains your options in plain language, and the thinking behind each one. No jargon, and no assuming you already know.

Sean’s rule is a simple one: give you the advice he’d want his own family to get.