Book a free 30-minute call with Pete Alexander.
You will leave with a clearer picture of where you stand and which of the six risks your plan leaves open. There is no cost and no obligation.
You get a confirmation right away and a reminder the day before.
What happens on the call
Thirty minutes. Where you stand, what you are worried about, and whether Pete is the right person to help. If he is not, he will say so.
Rather talk first?
(510) 396-4627
[email protected]
Meetings in person at the office, by phone or by video.
Common questions.
Where is Pete’s office?
39510 Paseo Padre Parkway, Suite 120, in Fremont, California. Pete works with families across the East Bay and South Bay, including Fremont, Newark, Union City, Hayward, Pleasanton, Milpitas and San Jose, and meets in person, by phone or by video.
What does the first call cost?
Nothing. It is a 30-minute conversation about where you stand and what worries you. There is no obligation to do anything afterward.
Is there a minimum amount of savings to work with Pete?
There is no set minimum. If Pete is not the right person to help with your situation, he will tell you on the first call.
What should I bring to the first call?
A rough idea of your accounts, pensions and insurance policies, and the one question you most want answered. You do not need statements or paperwork for the first call.