Client Review Meeting - Virtual
Zoom Meetings
Your review meeting is a time for us to reconnect, review progress, and talk through any updates or opportunities. As you schedule, you’ll be able to let us know if there are specific topics you’d like to focus on.
1 hour
Client Review Meeting - Virtual
Your review meeting is a time for us to reconnect, review progress, and talk through any updates or opportunities. As you schedule, you’ll be able to let us know if there are specific topics you’d like to focus on.
1 hour
Zoom Meetings
Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Tenacity Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for accounting, legal, tax or investment advice.
CreativeOne Wealth DBA Tenacity Wealth Management does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consulting with their independent tax or legal advisors. Any tax statements contained herein are for information purposes only and are not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for accounting, legal, tax or investment advice.
CreativeOne Wealth DBA Tenacity Wealth Management does not provide tax or legal advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consulting with their independent tax or legal advisors. Any tax statements contained herein are for information purposes only and are not intended or written to be used, and cannot be used, for the purposes of avoiding U.S. federal, state or local taxes.