Schedule a Conversation
A conversation that fits your needs
Whether you have a quick question, are exploring retirement or estate planning, or are due for your annual review, choose the appointment that works for you.
Let’s Talk
A quick conversation for new visitors or existing clients with questions.
Book Let’s TalkRetirement Planning
Discuss retirement income, Social Security, insurance and your financial goals.
Book Retirement PlanningEstate Planning
Discuss your wishes, family priorities, and estate planning options.
Book Estate PlanningAnnual Client Review
Review changes over the past year and ensure your strategies still fit.
Book Annual ReviewWhat to expect
- Pick a timeBook online or call us. Your first conversation is complimentary, with no obligation.
- Meet by video or in personAppointment lengths range from 15 to 90 minutes, depending on the type you choose. Evening and weekend appointments available by exception.
- Review your optionsWe listen first, explain your choices in plain English, and point out any gaps.
- Decide in your own timeNo pressure. Take what you learned home and decide when you’re ready.
Helpful to bring: recent account statements, any life insurance policies or annuity contracts, your Social Security statement (from ssa.gov/myaccount), and any existing wills or trusts.
Prefer to meet in person? Our office is at 900 Trail Ridge Road, Suite 100, Aiken, SC 29803.
Not sure which one? Call (803) 761-0136 or email info@db2financial.com and we will help you choose.