We understand meeting with a financial advisor may be scary. Why don't we start with a complimentary virtual meeting? It's just a conversation.


What's in this conversation?

What's NOT in this conversation?

This conversation is simply for both of us to find out if there's anything we can do to assist you in your retirement planning. 

You can start by letting us know where you are in your retirement planning and what obstacles you could be facing, if any. 

Whether you're trying to figure out if you have enough money to retire, you aren't quite sure what to do with your 401(k), you want help finding a good solution for leaving money for your beneficiaries, and so on, let us know what you're experiencing and we'll let you know if we can help.

A sales pitch.

At the end of our conversation, we'll offer you an in-office meeting, but it won't go further than that. We will be respectful of however you wish to proceed and hope that, at the very least, we were able to help answer some of your questions and provide a little bit of clarity.

Whom will I be speaking with?

Charles Ragonese, CFS, CRPC, President of Mountain Peak Financial, Inc.

Charles Ragonese is Mountain Peak Financial's president and sole financial advisor. He is a Certified Fund Specialist (CFS) and a Chartered Retirement Planning Counselor (CPRC). With more than 20 years of experience, Charles has helped hundreds of retirees plan for their best financial futures.

He's a family man who has a lot of random hobbies and really is as cheery as he looks in this picture! Charles loves what he does and wants only what is best for his clients. He looks forward to speaking with you.


How much does this phone consultation cost?

Nothing. Like we said, it's just a conversation. We won't be charging you. In fact, we never charge for consultations, whether they are over the phone or in our office.

Will I have to make an appointment after?

No. Unless you want to! We'll offer you an in-office meeting but you are certainly not obligated to continue meeting with us and we would never try to make you feel that way.

Will I be sold anything?

No. Even if you do decide to come to our office to further discuss your retirement planning, this phone consultation is not the time for us to recommend products. We would need much more information to help you with our best recommendation.

Is my information safe?

Confidentiality and privacy are of upmost importance to us. If you share personal information with us that is relevant to your retirement planning, you can trust that that information will stay between us. We will never give out your information to anyone.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal.  Charles Ragonese CA LIC #0B02155, Firm LIC #0I88569           620413