You will meet with our team of trusted financial professionals to discuss your goals. We recommend bringing any other decision-makers to this meeting with you, such as your spouse, partner, or family members. However, you do NOT need to bring ANYTHING in unless you have something you would like us to specifically review, such as tax returns and account statements.
Are you on the right path to achieve your financial goals?
Can we help you achieve your financial goals?
Are we the right fit for you, and are you the right fit for us?
While certifications are not crucial in determining which financial advisor is right for you, they can be important, as they often define the level of commitment and expertise advisors possess. For example, as a Registered Income Certified Professional®, or RICP®, my specialized training is in the field of income planning, which represents a large and significant portion of the retirement plans we construct for our clients. Make sure you check out the legitimacy of the advisor’s designation, as there are many that are easily obtained with little or no effort.
Another way to gauge whether your financial advisor is right for you is by asking them questions about whatever they are telling you, especially if you are unsure. This way, you can ensure that your priorities are aligned and create a level of transparency with your advisor.
Most people don’t realize how important it is to pick the right plan. Where you elect to place your hard-earned money can affect the level of your income distribution, your future income taxes, your capital gains taxes or even taxes on your Social Security income.
The realistic financial review applies the skills of our internal investment advisors and our strategic partnerships with tax and legal professionals to help organize your financial and income planning, ensuring you have an appropriate plan of action for your future financial goals.
