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Schedule a Discovery Call

Thanks for your interest in our firm! We're excited to get to know you on a no-obligation discovery call. Please answer a few short questions and we will be in touch within 48 hours.

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What financial topics are you most interested in discussing? ^*

Select all that apply.

Retirement Planning

Social Security & Medicare Planning

Legacy & Estate Planning

Tax Planning

Investment Strategies

Health & Long-Term Care Planning

Other

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How soon do you hope to retire? ^*

Already Retired

Within the Next Year

1-5 Years

5-10 Years

10+ Years

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How much do you have saved for retirement (not including real estate)? ^*

This can just be an estimate.

$5M+

$3-$5M

$1.5-$3M

$500K-$1.5M

Less than $500k

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Which one of these sounds most like you? ^*

I'm looking for someone to manage all the moving parts of my retirement and investments.

I'm looking for some guidance, but mostly want to do my own retirement, tax, and investment planning.

I'm not sure yet.

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Please share your contact information. ^*

First Name ^*

Last Name ^*

Email ^*

Phone Number

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How did you hear about us? ^*

Google Search

Referral from a Heritage Client

Email Newsletter

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If you'd prefer to schedule a call with David directly, just click the link below.

Scheduled 👍

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Thanks for reaching out!

Our founder, David Fortosis, will be in touch personally within the next 48 business hours. In the meantime, please watch the video below to learn more about our firm.

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