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You’ll be meeting directly with Jessica Champion, RICP. In this 30-minute consultation, we’ll review your current retirement picture and identify opportunities to reduce taxes, optimize income, and strengthen your long-term plan.​​​​​​​​​​​ Select a time that works best for you and receive a confirmation email with details after booking.

What we’ll cover:

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  • Where you may be overpaying in taxes

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  • How your retirement income strategy holds up

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  • Opportunities to improve your long-term plan

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This is a good fit if you: 

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  • Are within ~10–15 years of retirement

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  • Have $500k+ saved (or approaching it)

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  • Want a tax-efficient retirement strategy​​​​​​​​​

Advisory services are offered through Champion Method LLC, an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Champion Method, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

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