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CALL: (661) 829-4154
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  • About
  • What We Do
  • Who We Serve
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  • Contact

How to Prepare for Buckets Review Call

There are three steps to take to best prepare for your Buckets Review Call.

  1. Complete the Can I Afford to Retire Checklist  (which you can download by clicking on the link) to the best of your ability.
  2. Identify your Retirement Income Style by completing the questionnaire here. The questionnaire should take you no more than 10 minutes.
  3. Identify the issues and questions that you would like to discuss and email them to be beforehand.

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THE STEWARDSHIP SOLUTION IS AN INVESTMENT ADVISOR REGISTERED IN TENNESSEE.
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