Free Consultation

Schedule Your
Free Consultation

Take the first step toward a secure retirement. Schedule your free 30-minute consultation with Justin Brady and discover how we can help you achieve your retirement goals.

Book Your Free Retirement Stress Test

Fill out the form below and we'll contact you within 24 hours to schedule your consultation at a time that's convenient for you.

Primary Account Holder

🔒 Your information is kept strictly confidential

What to Expect

1

30-Minute Call

We discuss your retirement goals, current situation, and answer any questions — no documents required to get started.

2

We Prepare Your Analysis

If you'd like to move forward, we'll send a secure link to gather your statements and tax return so we can do a thorough review.

3

Your Action Plan

Receive personalized recommendations for moving forward — no obligation, no pressure.

Your Consultation Includes:

  • Free review of your current retirement accounts
  • Analysis of your current investment strategy
  • Identification of potential tax-saving opportunities
  • Clear action steps for your retirement goals
  • Honest answers to all your questions

Prefer to call directly?

(936) 340-3500

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: By Appointment

Ready to Take Control of Your Retirement?

Don't leave your retirement to chance. Let us help you create a clear path to the retirement you've worked so hard for.

100% Free Consultation • No Obligation • Fiduciary Standard