This isn’t a sales call. It’s a values-based conversation designed to help you take the next step—if we’re the right fit.
In just 20 minutes, we’ll talk about:
What matters most to you right now.
Your timeline for retirement, business transition, or legacy planning.
What you're looking for in a strategic financial relationship.
Whether our process aligns with your goals and values.
We guide business owners planning exits, executives structuring retirement, physicians protecting income, and family stewards passing on their legacy through life’s most important financial decisions.
But we don’t work with everyone, and that’s intentional.
If we’re a fit, we’ll outline next steps. If not, we’ll recommend someone who is. Either way, you’ll walk away with clarity, direction, and confidence in your next step.
* This conversation is for informational purposes only and does not constitute investment advice or create an advisory relationship.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
CRN202504-2333515
