You're booked, friend.
Your call with Reuben Fonseca is confirmed. Here's everything you need before you hop on — no digging through your inbox required.
Reuben Fonseca
Here's how the call will go
A relaxed, no-pressure conversation — Reuben's goal is to understand your situation, not sell you on the first call.
Quick recap of your goals
Reuben will confirm what matters most to you — income, protection, growth, or legacy — based on your quiz answers.
A look at your current setup
Bring your latest statements if you have them handy — no obligation to share anything you're not comfortable with.
Strategy options, explained plainly
If a guaranteed-income or tax-deferred strategy fits, Reuben will walk through real numbers — not sales pitches.
Your call, your pace
Ask questions, take your time, and decide on your own schedule. Nothing gets signed on this call.
What to have on hand
None of this is required, but having it nearby makes the call more useful.
Need to change your time?
Check the confirmation email from Calendly, or use the link below.