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Schedule Your Free Retirement Consultation

We help pre-retirees and retirees in Florida — and across the country — build retirement plans that are fully understood before anything is implemented. Thirty-three years. One focus. Your retirement.

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What to Expect From Your First Meeting

A first consultation with Xexis is not a presentation. It is a structured conversation — specific to your situation, focused on your questions, and designed to give you something useful before you leave.

Step 1

We Learn About Your Situation

We ask about your income needs, current accounts, retirement timeline, and any decisions you're currently weighing. Nothing is assumed. Everything starts with your picture.

Step 2

We Share What We See

Based on what you share, we tell you honestly where the gaps are, what questions you should be asking, and what options are worth exploring. You get a real read on where you stand — not a vague overview followed by a sales close.

Step 3

You Decide What to Do Next

There is nothing to sign and nothing to commit to. You leave the first meeting with more clarity than you arrived with, and the next step — whatever it is — is entirely yours to make.

In-Person in Lake Mary or Via Zoom — Your Choice

Our office is located in Lake Mary, Florida, and is accessible to clients throughout Central Florida. In-person appointments are available for those who prefer to meet face to face.



For clients outside of Central Florida — including those in Arizona, New Jersey, North Carolina, and other states — full-service consultations are available via Zoom. The process is identical: same advisor, same structure, same outcomes. Retirement planning has never required a commute.


If you're not sure which format works best for you, mention it when you book and we'll accommodate accordingly.

Frequently Asked Questions About Booking a Consultation

  • How do I schedule a free retirement consultation with Xexis Private Wealth?

    Use the booking form above to select a date and time that works for you, or call us directly at [Phone Number]. Both options reach Dan Brooks — there is no intake team or scheduling assistant between you and your advisor.

  • Is the consultation really free and no obligation?

    Yes. The first meeting is a conversation, not a commitment. There is no sales presentation, no product pitch, and nothing to sign. You are welcome to ask every question you have and take as much time as you need before deciding whether to move forward with anything.

  • Can I meet via Zoom if I live outside of Florida?

    Yes. We currently serve clients in Arizona, New Jersey, North Carolina, and additional states via Zoom. Virtual consultations follow the same process as in-person meetings at our Lake Mary office — same advisor, same structured approach, same outcomes.

  • Book a retirement planning appointment in Lake Mary, Florida — how far in advance do I need to schedule?

    Availability varies, but we recommend booking at least a few days in advance to secure your preferred time. If you have an urgent question or decision pending, call us directly at [Phone Number] and we'll do our best to accommodate you promptly.

  • What should I bring or prepare for the first meeting?

    There's no required preparation. If you'd like to make the most of the time, it helps to have a general sense of your current account balances, your anticipated retirement date, and any specific questions or decisions you're currently weighing. But you can also show up with nothing prepared — we'll ask the right questions to get the picture we need.