We start each client relationship with a one hour complimentary consultation. We spend this time learning more about you personally and financially, this also gives you a chance to learn more about our firm.
Complimentary analysis designed for those who want to see their current retirement outlook along with an investment and insurance analysis.
Retirement Outlook
- Are you on track?
- What financial weak spots do you have?
Investment Services
- Portfolio Analysis
- Investment Advisory Services
Insurance Services
- Insurance Needs Analysis
- Insurance Strategies
Implementation Cost*
Investment and Insurance Services
- Varies based on recommendations and account or product type
*Not required to implement
Designed for clients who want ongoing financial planning advice that looks at their entire financial situation and acts as a GPS for their financial life.
Core Topics
Financial Position Review
Cash Flow
Net Worth
Protection Inventory
Basic Estate Review
Goal Based Topics
Retirement Income Planning
Education
Other Accumulation Goals
Future Financial Position Planning
Estate Planning
Employee Benefits Planning
Investment Planning
Income Tax Planning
Social Security Planning
Special Needs Planning
Coordinate with Outside Professionals
Accountants
Attorneys
Bankers