Client Meeting Request
Something on Your Mind? We are ready to assist you.
Please contact us with any questions or services we can help you with during your journey.
IS IT TIME FOR YOUR CLIENT REVIEW?
It is important to keep us updated on any life changes and also take the time to discuss and review your existing retirement plan and investment accounts at least once a year.
Client reviews are always great opportunities to obtain answers to any questions and a great time to assess the progress of your accounts to your current plan.
During Your Review
We’ll discuss any Lifestyle & Health Changes
Review current Beneficiaries
Review current Financial & Retirement Income Plans
Review current Investment Products and Investment Strategy
If applicable, review current Annuity products and their guarantees, income provisions, and index allocation options
Discuss critical events and potential effects on your retirement
Evaluate any additional insurance needs such as Medicare, Long Term Care and Life Insurance
Analyze Estate and Legacy Planning objectives
Discuss Tax Planning and Tax Minimization strategies
Contact Us Today
For your convenience, we offer in-office meetings, virtual meetings or a phone conference.