Broker Check

(401)954-8843

Our Process

Discuss your needs,  priorities and obstacles.  Also we learn more about whether or not our approach and services can assist you and if you would like our help.  

Discuss your needs,  priorities and obstacles.  Also we learn more about whether or not our approach and services can assist you and if you would like our help.  

We suggest allowing for approximately 45-60 minutes for this appointment.  There is not a fee for this service.

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Review more details of your situation such as your risk preference, existing assets, liabilities, income, insurance policies, and legal documents.

Review more details of your situation such as your risk preference, existing assets, liabilities, income, insurance policies, and legal documents.

We can better evaluate your situation with statements, information regarding existing insurance policies, and other pertinent details regarding your current _____

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Organize a Plan of Action that will address suggestions for accomplishing your goals, refine your portfolio based on a risk/return analysis, address insurance solutions, and next steps.

Organize a Plan of Action that will address suggestions for accomplishing your goals, refine your portfolio based on a risk/return analysis, address insurance solutions, and next steps.

a

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Most importantly - the best plan in the world means nothing without implementing it and reviewing it regularly.  

Most importantly - the best plan in the world means nothing without implementing it and reviewing it regularly.  

a

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