Reach Tolleson Wealth Management by sending the request form, or write to 100 Liberty Street, Columbus, OH 43215, United States.
The form is usually the simplest way to raise one question before deciding whether a meeting would be useful.
Whether to meet is your call once that first conversation ends; until then nothing gets chosen, sold or moved.
Questions to bring before your first retirement paycheck
Bring the question keeping you from choosing a monthly amount, whether $4K a month leaves room for travel, whether spending should shrink after a market drop, or whether selling now creates an avoidable tax bill.
A short question is enough. You do not need to arrive with every account detail sorted out.
- “Can our spending rise after strong markets?”
- “What would make us trim spending?”
- “Which tax issue should we check first?”
What a first call will not include
A first conversation is for describing the accounts that will pay for retirement and the worry you want to solve; it does not require a transfer, investment choice or withdrawal figure before you have considered it.
Should a meeting make sense, Tolleson Wealth Management puts its compensation on paper for you before any money is transferred. Account values can fall below the amount invested, so a monthly spending choice should leave room for weak markets.
Your message, then a meeting about spending
After you send a message, someone usually arranges a first conversation; you explain the retirement question, decide whether a meeting is worthwhile, and bring only the paperwork that relates to it, such as an account statement or pension estimate.
Your spouse is welcome too. Most people, wherever they live in the country, talk with us over a phone call or a shared screen, and anyone who prefers to sit down in person can come to the Columbus office.
Tolleson Wealth Management contact details
Tolleson Wealth Management, LLC
100 Liberty Street, Columbus, OH 43215, United States
Where we work
All 50 states, with meetings by video or phone, plus our Columbus office.