See How We Help, With No Pressure to Join
TestDrive™
Try Our TestDrive™ Service at Lake Tahoe Wealth Management
Choosing the right person to help with your money is important. That's why we have TestDrive™ at Lake Tahoe Wealth Management. This service lets you check out what we do before you decide to join us. It's perfect for people new to financial planning or anyone curious about our services.
What is TestDrive™?
TestDrive™ lets you learn about our services without any pressure to sign up for more. It's like a quick look at how we can help you understand your money better.
Your Choices with TestDrive™:
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Personalized Portfolio Review: Sit down with one of our experts who will look at your investments. We'll show you what's doing well now and what could be better for the long-run.
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Income Tax Planning: We'll go through your taxes together to identify planning opportunities that could save money now and/or later.
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Retirement Readiness: Wondering if you're ready for retirement? We'll check how prepared you are and offer insights to help you improve. how prepared you are and offer insights to help you improve.
How to Start:
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Look at the Options: Read the details here to see what each TestDrive™ includes.
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Pick What You Want to Try: Choose a portfolio review, tax planning, or a retirement check-up.
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Sign Up: After you upload the needed documents, pick a date and time for your TestDrive™ meeting with a CERTIFIED FINANCIAL PLANNER (™).
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Get Your Report: After your talk, you’ll get a detailed report with insights just for you.
Why Try TestDrive™?
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Expert Help: You’ll spend one-on-one time with experts who want to help you succeed.
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Just for You: Everything we do in your session is tailored to your needs and goals.
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Absolutely No Pressure: Try us out without any obligation to sign up for more.
Why Try TestDrive™?
If you're curious about how we can help you manage your money better, give TestDrive™ a try. It’s a great way to see what we're all about without any pressure to commit. Check out our website to learn more and book your session today!
For further details, reach out to us and visit our contact form page to connect directly.