A second meeting will entail a detailed review of your Financial/Retirement Analysis, followed by options on filling any gaps in your needs or goals. Finally, a third meeting includes analyzing your current investment strategy, and relaying any recommendations for your retirement savings and investment accounts. These recommendations will include a briefing of our wealth management services, as well as an Investment Solution Analysis explaining how we would manage your hard-earned retirement savings. This analysis offers a comparison of your current portfolio to our recommended portfolio.
Opening Your Accounts
During the final appointment, if you so choose to work with us, we make the transfer process quick and easy. We will open accounts in your name at a third party institutional custodian, where your investments will be transferred and safeguarded. We will arrange for your positions to be quickly and easily transferred from your current institution directly to your new one; in most cases, you need to do nothing more than endorse the forms. You should not even need to make a phone call; we prepare the direct transfer forms and follow up on progress for you each step of the way.