Get In Touch With Us
Estate Retirement and Financial Planning Educators, LLC
City/State: Professionals are licensed in 50 states
Zip Code: 77478
Phone: (832) 444-6160 Zip Code: 77478
Efax: (888) 251-9843
Texts: (833) 545-2947
A Thoughtful Next Step — Not a Sales Call
Whether you are exploring estate planning, retirement income strategies, or coordinated financial integration, the first step is a focused conversation.
At ERFPE, this is not a generic consultation. It is a structured discussion designed to bring clarity, identify gaps and determine appropriate next steps.
We respect your time — and we ask the same in return.
Consultation Options
Select the session that best fits your current needs and complexity.
15-Minute
$39
Focused Consultation
A brief, efficient session designed to address immediate questions and determine direction.
- Ideal for quick guidance or clarification
- Helpful for annuity shoppers, final expense inquiries, or initial estate questions
- Designed to identify whether further planning is needed
Important: The fee is applied toward services if you move forward; otherwise, it covers the advisory guidance provided.
30-Minute
$79
Planning Consultation
A more structured conversation for individuals beginning to evaluate estate or retirement planning decisions.
- Review of your current situation
- Identification of potential gaps, risks, or misalignment
- Direction within the ERFPE 4 Pillars Framework (Plan • Protect • Preserve • Provide)
Important: The consultation fee is applied toward services if you choose to move forward; otherwise, it covers the time and advisory guidance provided during the session.
60-Minute
$189
Comprehensive Consultation
For more complex estates & coordinated planning needs. A deeper advisory session for a complete review.
This may be appropriate if your situation includes:
- Multiple properties/real estate
- Business ownership/succession
- Blended families or second marriages
- Existing trusts needing review
- Multiple retirement accounts (401(k), IRA, pension, etc.)
- Concerns about estate taxes, probate exposure, or asset protection
- Life insurance strategies tied to legacy or liquidity planning
- Multi-state considerations or relocation planning
- Desire to integrate estate, retirement and financial strategies into one coordinated plan
Important: Fee is applied toward services once implementation begins. Otherwise, covers advisory time and strategy.
What to Expect After Booking
- Confirmation with session details
- Optional request for brief background information
- Relevant educational materials shared in advance
- A focused, structured conversation centered on outcomes — not sales pressure
Our Approach
Most financial conversations focus on one area at a time. At ERFPE, we take a different approach:
“Integration is not an add-on — it is the foundation.”
Who This Is For
This process is best suited for individuals who:
- Value coordinated planning over isolated decisions
- Want clarity before making financial or estate decisions
- Are open to a structured, professional planning process
- Prefer guidance grounded in real-world experience
Compliance & Positioning
ERFPE provides coordination, integration and strategic guidance in estate and retirement planning. Legal documents are prepared by licensed attorneys in accordance with state law. ERFPE does not provide legal or tax advice.
Schedule Your Consultation
Select your path below to view available times.
What is the primary focus of your consultation?
Calendly Scheduling Panel
In the live version, a Calendly embed will display here, allowing seamless booking without leaving the page.