Meet with Rob Sousa

Choose which type of meeting you would prefer:

20-Minute Resource Discovery Call

Complimentary meeting to learn about your family needs and connect you with the appropriate resources that can show you how to maximize your lifetime income in order to ensure the legacy you wish to leave to your spouse, family, and/or charities.

Choose the type of meeting you prefer:

20-Minute Resource Discovery Call

Complimentary meeting to learn about your family needs and connect you with the appropriate resources that can show you how to maximize your lifetime income in order to ensure the legacy you wish to leave to your spouse, family, and/or charities.

Choose the type of meeting you prefer:

1-Hour Resource Discovery Call

Complimentary meeting to learn about your family needs and connect you with the appropriate resources that can show you how to maximize your lifetime income in order to ensure the legacy you wish to leave to your spouse, family, and/or charities.

Choose the type of meeting you prefer:

1-Hour Resource Discovery Call

Complimentary meeting to learn about your family needs and connect you with the appropriate resources that can show you how to maximize your lifetime income in order to ensure the legacy you wish to leave to your spouse, family, and/or charities.

Choose the type of meeting you prefer:

1-Hour Review Meeting

This meeting is available by invitation only and is intended for:

Personal Meetings * Financial Reviews * Current Clients

Choose the type of meeting you prefer:

1-Hour Review Meeting

This meeting is available by invitation only and is intended for:

Personal Meetings * Financial Reviews * Current Clients

Choose the type of meeting you prefer: