Take advantage of a complimentary 30 minute financial planning consultation with a CERTIFIED FINANCIAL PLANNER™ professional. These consultations serve as a useful, annual checkpoint to track your progress towards meeting your financial goals, or as a time for you to ask any questions you have on any topic. Topical areas are:  

 

- Preparing for Retirement

- Budgeting, Cash Flow, and Debt Management

- Insurance or Annuity Review

- Review of Employee Benefits

- Second opinion on advice or recommendations you have received