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let's strategize

Book a strategy session* with Coffeehouse Investor founder, Bill Schultheis and discuss:

  • Your investment plan and rebalancing approach.
  • Your strategy to accumulate wealth while working.
  • Your withdrawal strategy during your retirement.
  • Your financial plan including estate and 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.