Consultations

Financial Consultations



 



We offer financial consultations in order to discuss financial planning topics when you do not need a comprehensive written financial plan. We offer a one-time financial consultation, which covers mutually agreed upon areas of concern related to investments, insurance, or financial planning. Financial consultation services may consist of a review of new or existing concerns that may have an impact on your financial situation, and may include, but are not limited to:



  • Income and asset protection (Risk analysis and insurance),
  • Cash flow management and debt planning,
  • Retirement planning,
  • Investment planning (asset allocation, and savings accumulation),
  • Social security planning,
  • Business planning.



After we deliver the financial consultation recommendations, your financial consulting advisory relationship with us and the Advisor ends. We will not automatically monitor or update your plan. The Advisor will typically complete consultations within 60 days after you sign the financial advisory agreement.




Financial Plan Reviews



Our financial plans concern your financial condition at the point in time you use our services.  We recommend that you review your situation regularly and, also in case of life events, when your financial or life conditions change. At your request, an Advisor will review changes in your financial or family status that have occurred since the previous plan to identify changes in your financial goals. After we give you our financial plan review recommendations, your periodic review advisory relationship with us and the Advisor ends. The Advisor will typically complete the review within 60 days after you sign the financial advisory agreement.