Included in your consultation:
We’ll either meet you in person or schedule a conference call to identify your needs. During this chat, we can provide you with an overview of how we can help. Whether it’s a loss of life insurance, disability benefits or assisting in the transitionof your 401k and/or retirement plan, we can help.
Here is where we discover where your dollars make sense. How is your old 401k or retirement plan allocated? Are the costs of your current accounts and benefits justified? These are the questions that we will navigate during your consultation.
We will make sure that you are utilizing the most suitable account vehicles to achieve your financial goals and future income plans with our recommendation. Since we are always happy to educate our clients, we will answer any specific, personalized questions that you might have. One of our goals is to make sure that you understand the plan for your hard earned money.