During the discovery meeting, we will learn more about your financial situation, needs, concerns and goals. We’ll request some information about your current financial position, such as assets, liabilities, income and more.
If you decide you would like to hire with us, we will answer any additional questions you may have, work together to establish a timeline to implement your financial plan and start working to help you achieve your financial goals.
Take the first step. Schedule your 15-Minute Introductory Phone Call.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.