Sounding Board Service

SOUNDING BOARD SERVICE

Our Sounding Board Service provides an assessment of an existing investment plan and compares it against our team's comprehensive approach to wealth management. The process addresses vital areas of advanced planning such as wealth enhancement, wealth transfer, wealth preservation strategies, charitable giving, and legacy planning:

OUR SOUNDING BOARD SERVICE CONSISTS OF TWO MEETINGS

  • DISCOVERY MEETING

  • WEALTH MANAGEMENT PLAN MEETING

There are three potential outcomes from our Sounding Board Service:

  • We confirm that your current plan is sufficient to address your financial goals and you are on the right track.
  • We identify gaps in your plan that may prevent you from achieving your financial goals and objectives. If the opportunity is a good fit, we will offer our experience and services.
  • We identify recommended modifications to your current strategy but realize we may not be the best fit. In this situation, we provide information you can take to your current financial professional or we offer a referral to a team better suited to helping you reach your financial goals and objectives.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals