Dan Funderburk CFP®, CKA®

Investment Strategy Meeting

Recently added money to an account with us? This meeting type is reserved for when new money needs to be deployed into the market, when an investment strategy needs to be presented or discussed. Generally, we will initiate the scheduling of this meeting type.

1 hour
1 hour
Dan Funderburk CFP®, CKA®

Investment Strategy Meeting

Recently added money to an account with us? This meeting type is reserved for when new money needs to be deployed into the market, when an investment strategy needs to be presented or discussed. Generally, we will initiate the scheduling of this meeting type.