Our Services

 

 

1st Complimentary No Obligation Consultation:

  • Detail personal goals
  • Do we have a basis for doing business?
  • Discuss your financial objectives
  • Review data gathered
  • Review your assets and liabilities
  • Discuss immediate family history
  • Schedule second complimentary consultation

2nd Complimentary No Obligation Consultation:

  • Continue gathering client data
  • Answer questions about program
  • Review goals worksheet
  • Discuss strategies and concepts
  • Schedule investment planning meetings

1st Investment Planning Meeting:

  • Review retirement analysis
  • Review income tax information
  • Review income sources
  • Discuss cash management statement
  • Discuss risk tolerance
  • Investment recommendations

2nd Investment Planning Meeting:

  • Present and discuss plan
  • Discuss life insurance
  • Discuss long term care insurance

3rd Investment Planning Meeting:

  • Review and discuss plan
  • Estate Analysis
  • Legal documents

Monitoring Meetings:

  • Review and discuss entire plan
  • Schedule 2nd monitoring meeting