WHAT TO EXPECT FOR APPOINTMENTS

FIRST APPOINTMENT

The first step in answering your retirement questions is finding an advisor you can trust, who you feel comfortable with, and who will act in your best interest. That’s why this complimentary meeting is all about discovery, and how we can help you achieve the confidence and added peace of mind you deserve.


SECOND APPOINTMENT

In our second meeting, we’ll get into the details of your investments, as well as potential blind spots and pitfalls. Our analysis reports are extremely useful in helping you decide if a change might be beneficial. As an independent firm, we can provide numerous solutions, whether at-risk in the market or low-risk options out of the market. It’s up to you.


As Seen On