Complimentary Financial Checkup

We understand that selecting an Investment Advisor can be challenging. They must be competent and trustworthy. But it’s more than that. It just has to feel right.

That’s why we make the process of getting to know us as easy as possible and our Complimentary Financial Checkup is a great way to do that.

It starts with a meeting to get acquainted, usually over coffee or lunch. You probably have a few questions:
What’s your background? What’s your investment philosophy?
When can I retire? Do I need an updated Will, Living Trust or Health Care Directive? Am I on the right track?

Next, after gathering some information, we will prepare a thorough report that evaluates your investments, reviews your estate plan, and provides you with long-term financial projections.

We’ll present it to you in-person or online and give you a bound copy when we are done. It’s yours to keep.

Through this process, you’ll get to know us better and be more informed about your decision to retain us.

From there, the ball is in your court. We’d welcome the opportunity to work with you and take pride in the longevity of our client relationships and our exemplary client service. If we are not the right fit, that’s ok too. We want what’s best for you. Either way, your Complimentary Financial Checkup is yours to keep, along with it’s valuable insights into your financial future.

So, let’s schedule some time to get acquainted. We’re confident you’ll find it time well spent.

Complimentary Financial Checkups are provided to investors with investment portfolios of $250,000 or more (Includes cash, stocks, bonds, mutual funds, 401(k)’s and other retirement Accounts)

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