We have designed this process to give you (and us) a framework for making an educated and informed decision about working together.
For people who are potentially a good fit for our firm, we offer a complimentary two-meeting process so you know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Who We Serve
Diligent savers who have accumulated investment and retirement assets of $500,000 or more.
Our Process
Step 01: Schedule A Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right wealth management firm to help you, we will happily point you in the right direction.
Step 02: Discovery Meeting
The next step is to meet with us in our office or online via Zoom. The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Before this meeting, we will request a few important documents. This data, along with answers to our questions, will guide our analysis, which will result in plain-English answers to two critical questions.
Step 03: Our Analysis
We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer the following questions:
- Are you on track to reach your retirement (or work optional) goals?
- Can your investments be improved?
Step 04: Recommendations Meeting
During this second meeting (in our office or online via Zoom) we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the two questions we asked during our analysis. This is where you will see, in dollars and cents, how our firm can improve your finances. At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Step 05: Sleep On It
We are looking for long-term client relationships, not a one-time transaction. We are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like, trust, and respect the team at Hixon Zuercher Capital Management?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
Step 06: Implementation Meeting
If you decide to work with us we will schedule an Implementation Meeting to kickoff the on-boarding process. During this meeting we will answer any questions you have and start the paperwork to become a client. Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
Okay, Let’s Get Started
If this process makes sense to you, and you have saved at least $500,000 towards your retirement, we would love to speak with you.
