Choosing the right financial advisor is an extremely important decision that can impact many aspects of your life.
At Glownia Financial Group, we want to provide you with every piece of information needed for your advisor selection process.
Here is what you can expect from our initial conversation:
No Cost or Obligation
We want to understand exactly what you're seeking and how we can help before you pay us a single dollar.
Transparency
Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
Actionable Advice
Whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
You can expect answers to questions such as:
Can we afford to retire?
Will this portfolio meet our spending needs?
When should I apply for Social Security?
Are there ways to lower our taxes?
Will my family be OK if something happens to me?
Do I have the right mix of stocks and bonds?
For over 40 years, we've been advising clients on these topics.
We can help you too.
Here is a typical agenda for your initial meeting:
- Discuss your goals and what prompted you to seek our advice
- Review your current financial situation
Please come prepared to discuss the following items:
- Age(s) of family members
- Income (W2, pension, rental, etc)
- Investment balances (IRA,401k,etc)
- 401k/403b/457 contribution percentages
- Real estate values
- Outstanding debt (amount and rate)
- Monthly expenses (approximate)
Liquidity needs and cash flow
Submit this information in advance using our financial planning tool:
- Age(s) of family members
- At the end of your complimentary review, we'll discuss next steps, if any.
Are you ready for us to simplify your financial life?
