We partner with a select number of new clients each quarter to maintain the highest level of service and attention. If you’re considering Act 60 or looking to strengthen your current approach, this is the place to begin.
 
Before You Apply
This form is intended for individuals and businesses who are serious about exploring or refining their Act 60 strategy.
Please share as much detail as you feel comfortable — the more context we have, the more tailored and valuable your confidential strategy call can be.

Confidentiality Commitment
We recognize that the information you share with us is deeply personal and highly sensitive. Every detail you provide is handled with the utmost discretion and safeguarded as if it were our own. Your information will never be sold, shared, or used for any purpose beyond your Act 60 strategy consultation.
All consultations are conducted in strict confidence, and we take every precaution to protect your privacy—because we understand the trust it takes to open up about your financial and personal circumstances.