Frequently Asked Questions

Details are needed regarding personal items like income, debt, expenses, goals and investments so that we may prepare a personalized plan to identify opportunities and develop strategies to help you achieve your goals. 

Your information is kept private and only used to provide services to you from our firm. Our team is bound by a strict confidentiality policy. 

• What is the primary reason for meeting with us today?
• How comfortable do you feel about being prepared for your future?
• Do you have any health needs to address?
• How is your cash flow currently?
• Do you feel you pay too much in taxes? 

• Expect preliminary recommendations and suggestions for financial planning services.
• Expect us to use a team approach. Our team of experts will collaborate to rporivde the highest level of service for you.
• Expect a follow-up call from our client service team to establish as follow-up appointment for proposal/analysis and to complete any necessary paperwork. 
• Expect possible follow-up calls from our client relationship team with requests for additional information needed to complete analysis or paperwork. 

We review your returns for opportunities to reduce taxes now and plan strategies to help minimize taxes in the future. 

We review your estate documents to ensure all assets, family needs and beneficiaries are listed, and up to date from a financial and tax efficient prospective. We work with your attorney to assist in making any important updates.