Creating Value for Our Clients & Communities

You would benefit from a meeting if you…

• Want to create a plan for your financial future
• Are interested in paying less in taxes
• Want to earn a reasonable rate of return on your money
• Wish to minimize taxes on your Social Security income
• Want to keep the IRS out of your will
• Are concerned about running out of money in retirement

Many people who come in to visit us have an existing financial advisor. We’re not trying to steal you away, but rather offer a fresh perspective on your investments and how they align with your goals. Just like seeking a second opinion at a doctor’s office can provide clarity and reassurance, our advisors can provide important insights to help you make informed decisions about your financial future. Plus, the initial consultation is complimentary.

We work on a fee which is based on the assets you entrust to us, or we can use products that pay us a finder’s fee or commission from the companies where we invest your money.

• Your latest financial statements (Mutual Funds, CDs, life insurance policies, annuity policies, retirement accounts [IRA, 401(k), TSA, 403(b)], trusts, etc.)
• A copy of last year’s tax return, if possible
• Your completed Family Information Sheet, which will accompany your confirmation letter
• Any information relating to your concerns
• Any questions or topics you would like to discuss

During this meeting, we’ll engage in meaningful conversations and gain a deep understanding of your specific concerns to accurately evaluate your needs and aspirations. We’ll then provide personalized recommendations tailored to your unique situation as well as conduct a comprehensive analysis of your current financial status. Keep in mind, this is an exploratory meeting focused on gathering relevant information rather than a sales pitch.

There is absolutely no charge or obligation following our first meeting. Many times, we can reassure folks that everything looks great, and no changes are needed.