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Quickstart Question Session

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.

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