Schedule a Meeting with Christine
If you are a client...
Schedule a meeting with Christine to review:
- Your financial plan.
- Your investment portfolio.
- Your insurance portfolio.
- Social Security Planning.
- Upcoming client appreciation events.
If you are not yet a client...
Schedule a meeting with Christine to discuss:
- What working with our team looks like.
- Various investment & insurance vehicles.
- Your goals and how to best reach them.
- Upcoming educational events and webinars.
Schedule a Phone Call with Carrie
If you are a client...
Schedule a meeting with Carrie to discuss:
- Account values & histories.
- Changes to contact information.
- Paperwork processing.
- Transactions.
- Client portal enrollment.
- Website technical support.
- Upcoming educational seminars & client appreciation events.
