Thank you for scheduling a time with Rick Bates to receive your Retirement Risk Report!
Rick has carved this time out of his schedule just for you. If you need to reschedule or cancel your appointment, please give us a 24-hour notice. Below are some details you’ll need to know to help ensure you get the most out of your time.
Retirement/Investment statements. This includes any 401K, 403b, IRAs, Pension Plans, Brokerage Accounts etc.
Monthly Income Information (Pensions, Social Security, Rental Income, etc.)
Written out questions (we have found that if you take the time to write out your questions or concerns, they will not be forgotten)
Bring whatever you feel comfortable bringing.
If you’d prefer to send your documents digitally before your appointment (completely optional), please use our secure document link below:
500 W. Cypress Creek Road, Suite 250, Fort Lauderdale, FL 33309
Once you arrive at the Pinnacle Building, enter the lobby and take the elevator to the 2nd floor. As you exit the elevator, Retirement Income Source® of Fort Lauderdale is on the left-hand side of the circular landing. Please enter the Sound Income Group office, which is Suite 250. The receptionist will assist you.
From the East:
- Arrive at Cypress Creek Road from whatever north/south cross street you are traveling on.
- Turn west onto Cypress Creek Road and travel past Andrews Avenue and the train tracks.
- After the train tracks, move over to the left-hand lane before turning left at NW 6th Way.
- After turning left onto NW 6th Way, turn left into the Pinnacle Building parking lot. It is a large lot with ample parking.
From the West:
- Arrive at Cypress Creek Road from whatever north/south cross street you are traveling on.
- Turn east onto Cypress Creek Road and travel past Powerline Road.
- After Powerline, move over to the far-right lane before turning right at NW 6th Way.
- After turning right onto NW 6th Way, turn left into the Pinnacle Building parking lot. It is a large lot with ample parking.
