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

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