Those who are interested in using our services or
desiring a "second opinion" on their current
investments are welcome to schedule a no-risk, no-cost
initial consultation with an advisor.
We ask only that prospective clients first review
the Types of Clients We Advise and our Fee Structure
to consider whether your needs would be a good fit
with our services.
Our initial consultation
process includes:
1.
Telephone conversation to obtain information on
your current investment situation and make a meeting
appointment.
2. Written
analysis of your present portfolio's asset allocation,
risk profile, costs, and recent performance (if
desired).
3. One
- two hour meeting with an experienced CFP advisor
to discuss your financial goals, your current investments,
and answer all your questions about how our firm
can help you meet your objectives.
4.
Free hardcover copy of the best-selling book "The
Only Guide to a Winning Investment Strategy You'll
Ever Need" by Larry Swedroe, which elaborates
on our investment philosophy.
5.
Written Investment Policy Statement customized for
you and detailing how we would implement your plan
should you become a client (if desired).
The process is designed to maximize the useful information
provided to you while avoiding the sales pressure
that often accompanies investment consultations.
If you would like to pursue this process further,
please contact Michael Mahoney,
CFP and Registered Investment Advisor Rep. at
(309) 679-9146.
We look forward to meeting you soon.
