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Annual Planning Meeting

  • Life: How is life going for you and your family? 

    • Hobbies and Interests​

  • New Financial/Life Goals?

  • New Issues/Concerns?

    • What’s important to you?

  • Health: Any Changes?

    • Insurance​

  • Follow-up, Follow-up and Follow-up

  • Portfolio & Plan Review

    • Net Worth, Investment Account Review, Retirement Cash Flow Analysis​

    • Review Access My Portfolio, Link Banking Account

    • Cost Analysis. We are committed to 100% fee transparency, keeping cost low while providing massive financial value.

  • Estate

    • Review Beneficiaries​

  • Taxes

    • IRA/Roth Conversions, QCD, Tax Management, Future Tax Reduction Strategies.

  • New Business/Recommendations or Portfolio Adjustments.

  • Are We Serving You Well?

    • What else can we do to better serve you?

    • We grow by doing an excellent job for our valued clients and them introducing us to others. 

Use this Secure Link to Upload Files prior to our Meeting 

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