The Third Meeting Is Up To You

If you have been giving some thought to sitting down with a qualified financial planner to have your finances professionally reviewed, or if you are just looking for a second opinion on the investments you currently have, then consider taking advantage of our free consultation.

In your initial free consultation we will do a complete analysis of your current financial situation. This will include a comprehensive review of your investments, your asset allocation strategy, the fees you are currently paying to your broker, the costs associated with your investments, as well as, educate you on the latest changes in financial markets and investments. We will also let you know if you are on the right track to meeting your financial goals and gaining the financial freedom that you deserve.

You'll Actually Get 2 Free Consultations

In order to serve you best, we will actually provide you with two free consultations. The first consultation will be strictly an information gathering process. In this meeting we will fill out a financial fact finder sheet that will uncover everything we will need to know about you from a financial standpoint before making any type of recommendations or changes to your existing position.

To make the initial meeting most effective, we usually ask that you bring in your latest financial statements, the previous year's tax return, as well as any legal documents that impact the way your accounts are titled, such as wills and trusts.