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What happens during the first visit when I come to see you?
We get to know each other, answer any of your questions and find out if we’re a good fit. We recommend you have your financial statements to make the most of the visit; however, it is not required.
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What if I already have a professional who is currently giving me advice?
We work with clients on many different levels. Most of our clients have or had another advisor. At the very minimum, we will provide you with a second opinion on your financial strategy to see if there is room for improvement.
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How long is the first visit?
Our first visit typically lasts 45 minutes to an hour.
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Is there a charge for the meetings? How do you get paid?
No, there’s no charge for your first visit or for building out your financial plan, The Retirement Blūprint. We only get paid if we decide to work together, which is why we’re selective about our clients. If we decide we’re a good fit, our fee will depend on the size of your investments and areas of concern. We will provide you with all the information relating to fees during our first visit.
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Who would benefit from a visit with you?
We believe that anyone planning for retirement or currently retired will benefit from an initial visit with us. Most of our clients are looking to create a comprehensive retirement plan that focuses on preserving their assets — and not outliving them. Our clients’ investments range from simple to complex. As an independent firm, we are not limited to the use of any specific investment vehicles or fund families.
READY TO TALK?
Schedule a first meeting with Wealth Partners today and take the first step toward your retirement goals!