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Prospective Clients

Introductory Call

A quick 30 min phone call to learn the basics of our retirement planning and/or investment management services.

30 minutes

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Introductory Meeting

Designed for prospective clients that want to establish a client/planner relationship and move forward through our six-step retirement planning and/or investment management process.

60 minutes

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Current Clients

Review Meeting

A comprehensive review to show exactly where you stand in relation to your goals and objectives.

90 minutes

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Follow-Up

Finalize/review any outstanding items from our current retirement planning and/or investment management engagement.

60 minutes

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This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, MS, NV, OH, UT, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.