Today, with the fast pace, rapidly changing attitudes of employers toward their worker's pay and benefits as well as our government's ever changing attitudes about taxation, health care coverage and retirement benefits, our lives have become increasingly complicated. Because of this many people hesitate to look at their finances because the task can be intimidating.
Add to this the confusion in the media, the financial services industry and consumer confusion about financial planning and you realize it is no surprise that many individuals hesitate to take a critical look at their finances. How do you start? What information do you need and where can you find someone who will give you solid information and guidance about the options you have available?
The First Step
Call us at 480-838-2814 to schedule a complimentary initial consultation. There is no cost or obligation for this first meeting. At this meeting we will discuss your situation and answer any questions you have about our firm.
Download our Prospective Client Survey form and fill it in prior to the meeting. In addition to this form, please bring your most recent statements for:
All mutual funds
All brokerage accounts
All IRA and other retirement accounts
All pension benefit statements
All annuities (fixed and variable)
List of all bank accounts, credit union accounts or other separate accounts where you have assets deposited.
Any other documents you want us to review.
Once we have had a chance to review your information we will give you a firm quote to complete the work we discuss at the meeting.
|
