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Complimentary Meeting

Try us out, take us for a test ride. Won't cost you a penny except time out of your day, perhaps an hour for a complimentary meeting to review your current plan.

A complimentary meeting works like this: You come into our office and together we discuss you and your concerns. We gather pertinent information and review your current financial plan in respect to investments, retirement income, estate planning, asset protection, and whatever else you would like to discuss.

We then have you come in for a second complimentary meeting and present a plan in writing to you with specific recommendations and strategies to address your concerns. We will also present a map of where we go from this point to implement a plan and an outline of all costs associated with working with us.