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Meeting Number 1
Your priorities are our priorities. In the first meeting we will get to know each other and what s important to you. Here is where you will be able to see if we are a good fit for you. If you decide to move forward, we will customize a portfolio specific to your goals.
Meeting Number 2
Meeting two is where we propose our portfolio. We show you what financial strategies we believe will address your goals with your timeframes in mind. It is also important to acknowledge we are an independent firm and have no bias towards any specific investments.
Meeting Number 3
If you so choose, meeting three is where we will take the first steps to implementing your portfolio. From here on, regular meetings will be scheduled to verify your investments are working towards your objectives.
We would be ecstatic to start a genuine relationship with you as more than an advisor, but a friend.
The financial consultants are with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC .
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California, Colorado, Florida, Montana, Ohio, Oregon, Texas
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