Our Dynamic Service
Starting with an initial free consultation affords you the opportunity to ensure we understand your specific goals and objectives. This one-on-one, confidential appointment is also meant to address any questions you may have. Topics discussed during the initial consultation generally include:
- Review of existing investments and performance
- Retirement income needs
- College education funding and other needs and goals (if applicable)
- Preliminary discussion about your prospective financial needs
- 401(k) and TSP transition assistance and guidance
- Government employees retirement plan guidance
- Wealth transfer and legacy planning
- Long-term care insurance
- Life insurance situation analysis