let's strategize

Book a strategy session* with Coffeehouse Investor founder Bill Schultheis and discuss topics such as:

Your investment plan and rebalancing approach.
Your strategy to accumulate wealth while working.
Your withdrawal strategy during your retirement.
Your financial plan, including guidance on legacy planning.

_{* Limit one complimentary offer per household, per 18 months. Only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines' discretion.
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances.}