Thirty minutes, on video, free for the
Delaney Agency clients.
Group sessions
OPENING SOON
Monday to Friday, 9 am to 5 pm
FOR CLIENTS OF THE DELANEY AGENCY
You’ve already covered your family if something happens to you. This is the part nobody sat you down for. One specialist, half an hour, and a written summary you keep.
Choose a timeThey read all three against what you’re actually trying to do, then tell you which to deal with first and why. Often more than one applies. Often it isn’t the one people expect.
01
Whether what you’re putting aside will get you where you want to be.
02
How much of what you earn and save you get to keep.
03
Your home, your savings, and what you’ll pass on.
You leave knowing what to deal with first, and why it comes before the rest.
Choose a timeFrom booking to the summary in your inbox.
1
Pick a slot that suits you. Your name and email address are all it takes.
2
One financial strategy specialist works through all three against your goals, not just the one you asked about. You’ll see who you’re booking with before you confirm.
3
Where you stand on each one, what they’d deal with first if it were them, and why. Yours to keep, whatever you decide to do next.
Three financial strategy specialists run these sessions.
Three specialists run these sessions. You choose who you sit with, and you see them before you confirm.
Financial strategy specialist
[One line in their own words about the clients they usually sit with]
Financial strategy specialist
[One line in their own words about the clients they usually sit with]
Financial strategy specialist
[One line in their own words about the clients they usually sit with]
Both cover the same ground: what you’ll live on later, how much of it you keep, and what you leave behind.
ONE TO ONE
Thirty minutes · Video · You pick the time
Your numbers and what you’re aiming for, read across all three, with a recommendation on what to do first.
Choose a timeGROUP SESSION
OPENING SOONZoom
One specialist walks a small group through all three, then opens the floor. Keep your camera off and just listen if you prefer.
GUIDES
UPDATED MONTHLY
Retirement income, tax, long-term care, and what your family inherits.
Not a number pulled off a rule of thumb. How to work out what your own life actually costs, and what that means for what you’re putting aside.
RETIREMENT · 9 MIN READ
Read the guide →
TAX
·
8 min read
The gap between what you earn and what lands in your account, and the parts of it you have some say over.
→
WHAT YOU PASS ON
·
6 min read
Who decides, how long it takes, and the paperwork that quietly changes the answer.
→
PROTECTING WHAT YOU’RE BUILDING
·
7 min read
Care at home, assisted living and nursing care. What each one runs a month, the parts Medicare does not cover, and the ways people plan for it in advance.
→
RETIREMENT
·
7 min read
Claiming at 62, at full retirement age, or at 70. What each choice does to the monthly amount, and how to think about which one fits your situation.
→
If yours is not here, the number at the top of the page reaches a person.
Prosperity Desk is The Delaney Agency, LLC, running under a different name for the side of the business that does education and client conversations rather than applications. Same company, same people, same office in Asheville.
If you would rather speak to someone before you book anything, call (828) 974-4195.
You hold cover arranged through The Delaney Agency. Everyone on the books gets the offer of this session. It's the part of the relationship that tends to get skipped once the paperwork is done, so we set aside time for it properly.
Nothing. The session is free, and it stays free whether or not you do anything afterwards.
Nobody is paid for running it. There's no fee, no bill, and nothing attached to holding the conversation.
Three things: what you'll live on when you stop working, how much of what you earn and save you actually keep once tax is accounted for, and what happens to your home and savings when you're gone.
You don't have to pick one. The specialist reads all three against what you're actually trying to do, then tells you which to deal with first and why. Often more than one applies, and often it isn't the one people expected walking in.
Nothing. Turn up with questions, or with none at all. Working out what you need is the specialist's job, not yours.
If you want to go into detail on something you already hold, having it to hand makes the half hour go further. But nobody will ask you to dig through a drawer before you can book.
Yes, and most people do. If someone else shares these decisions with you, or would be affected by them, the half hour is worth more with them in the room. Forward them the calendar invitation.
Usually, yes. Sessions run on Zoom and are normally recorded so the specialist can write your summary up accurately. You'll be asked at the start and you can say no. If you say no, the session goes ahead unrecorded.
We don't use a recording of you in marketing unless you give us separate written permission for that specific use.
Plenty of people who book already have someone. A second read on the same three questions costs you half an hour and tells you either that your plan holds up, or where the gaps are. You're welcome to take anything you hear back to your own adviser.
The earlier the conversation happens, the more the answers are worth. Most of what gets discussed, what you're putting aside, how it's taxed, and what happens to it later, is far easier to change at forty than at sixty-five.
You get a short written summary of what you covered and what your options are. It's yours to keep. If you asked for numbers on anything, those come with it.
Then you'll hear that, and you'll have it in writing. Plenty of people finish the session, find their plan holds up, and change nothing. That's a real outcome, not a wasted half hour.
Yes. Your confirmation email has a reschedule link that works right up to the start time. If you miss it, book again. Nobody's keeping score.
It stays with The Delaney Agency and the specialist you meet. We use it to run the session, send your summary, and contact you about the things you asked us to. We don't sell it. The Privacy Policy has the full detail.
It stays with The Delaney Agency and the specialist you meet. We use it to run the session, send your summary, and contact you about the things you asked us to. We don't sell it. The Privacy Policy has the full detail.
The next half hour is yours whenever you want it.
Choose a time
