Get your comprehensive
Retirement Plan & Investment Strategy
for a one-time fee!
your retirement planning masterclass.
Learn how to position your hard-earned assets the right way!
Quoted in many prominent publications
Our process is simple.
A Complimentary, No-Obligation Consultation
We begin with a complimentary, no-obligation consultation so you may get answers to any questions you have. Should you decide to take the next step, we can proceed to the Discovery Process, where a one-time fee will be determined depending on the complexity of your financial situation.
The Discovery Process
Your dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professional learns about your financial goals for retirement and gathers the necessary data. The advisor will analyze your financial situation, including your current and projected budgeting, investment strategy, risk management, and any other particular needs as requested
Delivery of Your Comprehensive Plan & Presentation
Once your advisor completes your personalized retirement plan and recommendations, your advisor will give you a comprehensive presentation via a Zoom meeting and provide a written report with an action plan for you to keep. That’s it!
Our goal is your financial success.
Palm Capital Management is a financial planning, retirement planning, and wealth management firm. We are independent fiduciary advisors, therefore legally obligated to act in the best interests of our Clients at all times. Our primary goal is for our Clients to achieve financial success using our tactical long-term guidance.
Book your free initial consultation.
Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.