Retire Richer Shift™

See If Your Household Qualifies

This confidential qualification form helps us determine whether your household is a fit for the Retire Richer Shift™ — a governed, after-tax retirement and multi-generational legacy architecture. Completing this form does not obligate you to work with us, and no strategy is implemented without a separate, formal engagement agreement.

This is a screening process, not a sales form. We review every submission to determine whether advanced Retire Richer Shift™ architecture planning is appropriate before any consultation is offered.

Primary contact name

Phone

State of residence

Household type

Approximate age band

Approx. total household investable assets

Include retirement, brokerage and other liquid or semi-liquid assets.

Approx. tax-deferred retirement accounts (401(k), IRA, etc.)

This often drives much of the after-tax behavior addressed in Retire Richer architecture.

How focused are you on after-tax income and legacy outcomes?

Primary goals for exploring the Retire Richer Shift™

Do you currently work with a financial advisor, CPA, or estate planning attorney?

I understand this is an initial confidential review only and that no legal, tax, or investment advice is provided until a separate engagement agreement is signed.

After your details are reviewed, a member of the Baron Whitmore Law team will contact you if your profile appears to be a potential fit for the Retire Richer Shift™ process.

Submission of this form does not guarantee that Baron Whitmore Law will be able to represent you. Information provided is used solely to assess whether a Retire Richer architecture review may be appropriate. No legal, tax, or investment advice is being provided through this form.