Before our discovery meeting, you’ll receive a checklist of important items to bring so we can learn more about your financial situation.
In this meeting we review current statements and future goals. We want to leave this phase with a clear picture of what is important to you, your family and your finances.
During this phase we review statements and view where you are in relation to your goals.
During this phase we will create and leave you with a strategy to either get you on track or keep you on a track to reach your goals.
Throughout this process you can expect us to cover all aspects of a holistic financial plan which includes:
I want to thank you personally for your help and advice in September/October of 2022! After talking with you about my future plans and what I really wanted out of life, I made it happen, thanks to you!!! I moved out of Texas and I am now living in Florida, in my new house, close to my kids and grandbabies!! You gave me the information and tools to make my dreams a reality and I cannot thank you enough for that! I am the happiest I have ever been, and my journey began the day i talked to you and you help me get started!
THANK YOU THANK YOU!!
Jennifer Stewart is a former client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-741679
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Office: (401) 243-8832
Fax: (401) 691-6969
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC . 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202612-5577758
*Special needs planning offered only by Benjamin Howarth
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