Retirement Clarity Meeting

Name*

First NameLast Name

Email*

example@example.com

Phone Number*

Please enter a valid phone number.

Which Service Would You Like to Discuss?*

Hiring Carroll Advisory Group for COMPREHENSIVE SERVICESHiring Carroll Advisory Group for ONE-TIME PLANNING SERVICESOther (Media Inquiries, Speaking Engagements, Other Issues)

Please share more about how we can assist you*

Where did you hear about Carroll Advisory Group?*

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Referral By:

Our services are for those with $750,000+ in retirement savings. Does this describe you?*

YesNo

Note: We are currently not offering our services to households with less than $750,000 in retirement savings. We understand this may seem exclusionary, but our planning process is designed for individuals with a certain level of savings to ensure they can maintain flexible, tax-efficient distribution strategies throughout retirement. Our expertise focuses on optimizing withdrawal sequences, minimizing taxes, and managing risk—all of which become most effective at this asset level. If you’re still building toward this stage, we’d be happy to recommend resources that may better fit your needs at this time. If you'd like to request an exception, feel free to reach out at team@carrolladvisory.com.

To make the most of our meeting, we’ll request a broad financial overview. Are you willing to share this beforehand?*

YesNo

NOTE: To make our meeting as helpful as possible, we ask for a broad financial overview beforehand. No specific details are needed—just a general picture. This helps us focus on strategies tailored to you rather than gathering information during our time together. If now isn’t the right time, we completely understand, and we’d love to connect whenever you’re ready.

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