FOR RETIREES &
PRE-RETIREES with $500k+ ONLY!
SLEEP BETTER AT NIGHT BY MAKING SURE YOUR RETIREMENT IS ON THE RIGHT TRACK
Most retirees with $500k+ could
spend more than they think
Joe MacMunn
President & Founder, MacMunn Financial
Joe works with pre-retirees and early retirees across the country. His practice is built around a holistic mix - tax planning, income planning, and investment management together - with a particular focus on the twelve months before retirement and the first few years after, when the most consequential decisions of a financial life get made.
The first conversation is educational, not transactional.
You leave with a written strategy that maps where your plan is strong, where its exposed, and what a documented next step would look like - whether or not you decide to work with him
What will i get out of this meeting?
You'll get an honest, outside read on where your retirement plan is strong and where it's exposed — your income, your tax exposure, and the risks in the years right before and after you stop working.
The first conversation is educational, not a sales pitch. You'll come away with a clearer picture of your situation and a documented next step you can actually act on — whether or not you decide to work with Joe afterward.
How will we connect?
Once you book, you'll choose a time on Joe's calendar and get a confirmation with everything you need. The consultation is held virtually over Google Meet, so you can join from anywhere in the country — just click the link at your scheduled time.
You'll also get reminders by text before the call so nothing slips through the cracks.
Is it really a FREE review?
Yes. The consultation is complimentary — no cost, no obligation. Joe works as an independent fiduciary, not a product salesperson, so there's no pitch and nothing to buy on this first call.
You show up, you get a clear read on your plan, and you decide what you want to do next.