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Schedule Your Complimentary Consultation with Doug 👇
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Before the call
- Gather your latest statements. Have recent statements handy for your TSP, 403(b), 401(k), IRAs, pensions and any existing annuities or life insurance, plus your Social Security estimate — so Doug can see where your income will come from.
- Block a quiet hour and invite your spouse. The consultation runs about 1 hour on Zoom. If someone shares your retirement decisions, have them join, and jot down your top questions — especially on taxes and income timing.