Financial Planning Meeting
For those who have decided to have us create a Financial Plan for them and have provided the various documents requested on our Checklist as well as completed our "Financial Goals Questionnaire". Once your plan has been created, your Advisor will present their findings and recommendations for implementation and answer any other questions you may have about your plan. Once you approve of the plan you will work with your Advisor to implement the plan.
1 hour 30 minutes
Financial Planning Meeting
For those who have decided to have us create a Financial Plan for them and have provided the various documents requested on our Checklist as well as completed our "Financial Goals Questionnaire". Once your plan has been created, your Advisor will present their findings and recommendations for implementation and answer any other questions you may have about your plan. Once you approve of the plan you will work with your Advisor to implement the plan.
1 hour 30 minutes
Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Bruce Vaughn, Financial Planner
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Bruce Vaughn, Financial Planner