How do I sign up for advisorRETIRE?

Sign up with us by simply filling out our contact form.

What does the signup process look like?

1. First, you’ll fill in your details in our contact form and hit submit.
2. Immediately, we’ll send you an email containing two items:
   1. You’ll get a free valuation of your practice. It’s important to put accurate data in all the fields in the signup form, or your Practice Valuation won’t be an accurate estimate.
   2. You’ll also receive a free PDF copy of our helpful ebook entitled “Independent Advisor’s Guide to Retirement.”
3. If you decide to move forward, you’ll give us a call or email us, and we will send you a Retirement Workbook. This will begin the application process to enter Phase 1 of the advisorRETIRE process.
4. You’ll work closely with us to share your preferences, define a timeline, and choose between different models of succession that we offer.
5. Only when you sign the documents at the end of phase 1 will anything become official.

Am I promising anything to advisorRETIRE by signing up?

When you sign up for advisorRETIRE, it’s important for you to understand what this means.

• When you fill out our online form, you aren’t promising us that you will definitely complete your succession plan with us; you’re merely expressing initial interest so that we can send you some additional information.
• You aren’t entering into any contract by filling out our online form; instead, you’re giving us permission to contact you with some of the details of how you can customize your succession based on your unique needs and preferences.

Will my information be kept confidential?

We understand the importance of the trust you are placing in us when you share any of your details with us. This information will be maintained in the strictest confidence and will not be shared, sold, or disclosed to third parties.

Thank you for choosing AdvisorRETIRE.