Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.
Due Diligence - Complimentary First Meeting
We will gather information about:
Goals and Priorities
Current Estate Plan
Income & Expenses
Long-Term Care Insurance
Key discussion points:
Income & lifestyle expectations
Your short & long term goals
We will be able to answer your questions and discuss some initial ideas about how we may be able to help.
Consultation - Complimentary Second Meeting
We will present and review a report that summarizes:
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Texas