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9150 South Hills Boulevard,
The key to saving for your future is an open line of communication between us. Help me understand how best to help you.
It's important to:
Know each other. Feel free to call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you and a plan of action to start the steps necessary to begin the process of helping you achieve your goals.
Tell me about yourself. The more I know about you and your family, the better I can address your needs. But I won't act on a hunch. I'll only act on what you tell me is important to you.
Learn from this process. This is a dialogue. You'll want to ask lots of questions about my recommendations. I encourage you to ask for explanations and details and to challenge me when you think I've left something out.
Work together. My job is to guide you. Your job is to decide whether you're confident moving ahead on the basis of my recommendations. The decision will always be yours.
We ask our clients to remain open minded and receptive to potential strategies that may be beyond their current scope of consideration. This enables us to provide a far greater array of advanced techniques that may deliver a distinct outcome to an otherwise challenging circumstance.
If you have questions about or something doesn't sound right about the financial advice you're receiving today, you can contact us. We'll be happy to provide a no-obligation second opinion.