Pick the companion that matches who booked. You can switch mid-call from the header too.
Pre-retiree with a nest egg. Income, tax, risk, and legacy across a market-exposed portfolio.
Younger saver still building. Growth, tax-smart accumulation, and getting the plan right early.
A windfall from an acquisition. Tax timing, giving each dollar a job, and concentration risk.
A business owner or HR lead with a company plan. Participant care, fiduciary protection, plan cost.