I used to have a contact form here.
It produced about one real message for every forty offers to move my retirement savings into gold coins. So I got rid of it.
Instead, pick the option below that actually fits your situation. You’ll reach the right person a lot faster, and I’ll own a normal amount of gold.
Everybody wins.
👋 Want to connect on social?
LinkedIn is where I’m most active. Send a connection request or a direct message and I’ll respond ASAP. → Connect with me on LinkedIn
📬 Just want to hear from me regularly?
Grab my free Tax-Smart Retirement Toolkit (Updated!).
After downloading, you’ll begin receiving my weekly retirement newsletter: one email, every week, with research-backed ideas on retirement, taxes, and investing. Zero gold coins. → Get the Toolkit
📈 Interested in hiring my firm?
My team at Define Financial works with retirees and pre-retirees who want a real plan for their taxes, income, and investments — not a sales pitch.
The best first step is to see exactly how our process works. → Explore Our Retirement Planning Process
🔒 Already a client?
Please reach out using our top-secret client-only email address. The client-only inbox is closely monitored by our team and is the fastest way to get in touch with me.
If you misplaced it or have something urgent, contact our office directly and we’ll take care of you. → Contact Our Office
🎤 Want me to speak at your event?
I speak on retirement planning, tax strategy, and building a business worth owning. Tell me about your event and I’ll let you know if it’s a fit. → Speaking Inquiries
One quick note: I can’t give personalized financial advice over email or social media. Believe me, I’ve tried… it never ends well for either of us. If you have a question about your specific situation, the retirement planning process link above is the right place to start.