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