Financial & Retirement Planning Services
Our Process
meet & greet
1
Initial complimentary consultation
in person, by telephone or other digital means
(Approx. 1-2 hours)
Advisor & Potential Client discuss:
- Needs, Goals & Expectations
- Services Offered & Fee Structures
2
Advice & Recommendations
Second meeting
(Approx. 1 hour)
Advisor Provides Advice & Recommendations
3
Moving Forward
On-Going Financial Monitoring Reviews
(Annual or Semi-annual)
In person or digital communications to:
- Help you Manage your Investments & other
Financial Affairs - Achieve your Goals
- Protect yourself
against Financial Risks
Mutual funds provided through FundEX Investments Inc.
