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.
