Broker Check

Complimentary Services

Do you have questions about financial services but are not sure if you are ready to engage in a professional relationship? The following initial services are provided at no cost or obligation:

  • Current investment portfolio review.
  • Current life, disability, & long term care insurance policy review.
  • Insurance needs analysis.
  • College and higher education planning needs analysis.
  • Savings needs analysis.
  • Second opinion of current financial plan.

There are no costs associated with the above initial services. You will receive a written report and analysis and are free to use it as you see fit. If a recommendation is provided, and you agree to implement it, commissions or asset management fees may apply.

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