Here's an option for you:

This event is currently for individuals under the age of 65.

The strategies presented are tailored towards pre-retirees approaching age 65 with over $500,000 in investments seeking to minimize their tax burden before and during retirement.

However, we would be more than happy to discuss your financial situation during a free 15-minute call with one of our wealth advisors.

Schedule 15-Minute Call

Here's an option for you:

We currently have a $500,000 minimum today.

This ensures we can provide our clients with an optimal experience based on our services and fees.

However, there is a firm that offers a similar philosophy to Bernicke Wealth Management, which would be excited to assist you with your planning needs.

You can view their services and determine if they are the right fit for you:

Get Started Here

We don't offer a one-off or hourly option. If you are looking for someone who does offer a one-off or hourly option, Bernicke Wealth Management may not be the best fit today.

Here's an option that may be more in alignment with what you're looking for:

Get Started Here