Review Meeting:
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Life: How is life going for you and your family?
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Hobbies and Interests
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New Financial/Life Goals?
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New Issues/Concerns?
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What’s important to you?
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Health: Any Changes?
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Insurance
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Portfolio & Plan Review
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Net Worth, Investment Account Review, Retirement Cash Flow Analysis
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Review Access My Portfolio
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Cost Analysis. We are committed to 100% fee transparency, keeping cost low while providing massive financial value.
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Taxes
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IRA/Roth Conversions, QCD, Tax Management, Future Tax Reduction Strategies.
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New Business/Recommendations or Portfolio Adjustments.
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Are We Serving You Well?
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What else can we do to better serve you?
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We grow by doing an excellent job for our valued clients and them introducing us to others.
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If you need to send us any documents prior to our meeting, please upload files using this Secure Link: PFP Review Meeting