Schedule Your Initial Retirement Consultation
If you think we might be the perfect fit for you, schedule your Initial Retirement Consultation, at our expense. You’ll meet with recognized Certified Financial Planner and Retirement Specialist, Keith Deane, and his team of highly credentialed professionals. At the conclusion of our meeting, we’ll mutually agree if there’s a fit for our working together to assist you in reaching your financial and retirement goals.
504.582.2345 ~ firstname.lastname@example.org
Questions About Your Initial Retirement Consultation
What Should I Expect From My Initial Retirement Consultation?
In our meeting you’ll experience the very powerful first steps of our innovative process that’s designed to develop, implement and maintain your path to financial peace of mind and freedom to enjoy life.
As Certified Financial Planners, we’ll first review the information you provide to us and then identify your financial dangers, strengths, and opportunities. This meeting is about aligning your financial choices with what’s important to you.
Who Must Attend Our Meeting?
If you are married or have comingled partner assets, it is essential that both spouses or partners attend. Having both of you present is absolutely necessary to enhance your experience and increase your potential of reaching your personal and financial goals.
What Do I Need To Bring To Our First Meeting?
After scheduling your appointment, we’ll provide you with our Financial Independence Profile, which tells you exactly what investment and retirement documents to bring with you in order to make our meeting a successful experience for you.
Is There A Cost Or Obligation For My First Meeting?
No, your initial retirement consultation is at our expense. At the conclusion of our meeting, we’ll mutually determine if there’s a fit for our working together.
Is Parking Available?
Yes, we maintain two paid, reserved parking spaces for our clients and guests in our office building’s annex garage.