6600 Brooktree Court,
The objective of your first meeting is twofold:
Once we are in mutual agreement that a long-term working relationship can be established, we will work to custom design some potential solutions for you to consider.
Your first meeting with us can take upwards of two hours, as we have in-depth conversations about your goals and fears, and we sort through the details of your various statements, retirement plan benefits, insurance contracts, and more. In general, here are the important items to bring to our first meeting: