Complimentary plan analysis includes:
- Initial discovery meeting.
- An estimate of your MD State Pension benefit.
- Calculations of the savings you'll need for your retirement years.
- A recommended investment strategy.
Why Complimentary?
If the Coronavirus pandemic has taught us anything, it's that having a financial plan for life's uncertainties is more important now than ever. Additionally, we want to put our tools to work and do something good for people in our communities during these uncertain times.
It's also part of our "try us before you buy us" philosophy. You'll get to experience our 4 step process before opening an account with us. Analyze, Advise, Act, Assess + Personal Relationship will take you from where you are now to where you want to be.