Complimentary Consultation

The complimentary consultation provides us the opportunity to get to know each other. It allows us to better understand your financial goals, needs, and concerns.  We will review the current planning strategies that you may have in place, and if your current strategy will allow you to reach your financial goals.

Areas we may discuss:

• Your plans for retirement
• Tax-saving strategies
• Estate planning
• Investment opportunities
• Legacy planning
• Strategies to protect your assets
• Insurance strategies to protect your assets

At the end of our meeting, you will have a clearer picture on your financial plan, strategies that could improve your situation, and the various services we provide our clients.  After our meeting you will receive a summary of the meeting, important topics we discussed and a complimentary portfolio analysis.  There is no obligation or charge for the complimentary consultation. 

In order to obtain the most out of your initial complimentary consultation, we recommend preparing the following items (if you have) for your meeting.

• List of financial goals, questions or concerns (Retirement, college, etc.)
• Retirement account statements (401k, 403b, IRA etc.)
• Investment and brokerage account statements
• Bank accounts, mortgage, outstanding loans/credit cards, etc. 
• Insurance policies (Life, Disability, Long-Term Care, etc.)
• Estate documents (Wills, Power of Attorney, Trusts, etc.)
• Employer benefits package
  

If you wish these items can be sent to us for review prior to your meeting. Please contact our office for instructions.