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Having trouble? Open the scheduler in a new tab or call us at 801.210.2800
How to Prepare for Your Meeting
You don't need to bring anything to your first consultation. But if you'd like to get the most out of your time, here's what helps:
- Recent tax return — helps us identify tax-saving opportunities
- Account balances — 401(k), IRA, TSP, savings, and any pensions
- Target retirement date — even a rough idea helps us plan
- Social Security statement — available at ssa.gov/myaccount
- Bring your spouse — retirement decisions affect both of you
- Your questions — write down anything you've been wondering about
What to Expect
Your first meeting is a 20-30 minute conversation — not a sales pitch. Mike will listen to your goals, review your situation at a high level, and give you an honest assessment.
You'll leave with a clear understanding of where you stand and whether Capital Wealth is the right fit for your family.
No pressure. No obligation. Just clarity.
Prefer to schedule by phone? Call us at 801.210.2800
Monday – Friday, 9am – 5pm MST