What if you have a few Urgent Financial Questions and you need someone to provide an Independent Review? For those instances, we provide our QuickStart Question Session.
Together we Tackle 2 – 3 of your most pressing needs. I will follow up with Actionable Written Recommendations to Help Solve Your Problem. Some areas that we can assist with include:
- Show You How to Maximize Your Social Security Benefits
- Help you set up an Estate Plan or Review your Existing Plan
- Give You a Second Opinion on Your Current Investment Portfolio
- Provide Cash Flow Planning including Establishing a Budget or Debt Reduction Plan
- Help with Business Succession Planning
- Make Recommendations for Business Retirement Accounts
- Provide Employee Investment Education
- Conduct a Pre-Retirement Checkup
- Help with Tax Planning
If you decide to become a Comprehensive Financial Planning Client, you can apply your QuickStart Question Session Fee towards the Initial Planning Fee.
Get in touch to schedule your Quickstart Session.