Gayle Olivette Scheduling

Annual Review
We'll use this 90 minute meeting to review your financial plan, discuss any life updates, and make sure your strategy stays aligned with your goals. We look forward to seeing you!

Tax Preparation
We'll use this 2 hour meeting to prepare your taxes and review your financial picture. Please bring your W-2s, 1099s, prior year return, and any relevant income, deduction, or investment documents. We look forward to seeing you!

Financial Planning
We'll use this 2 hour meeting to review your financial plan in detail, explore any updates or opportunities, and ensure everything is aligned with your goals. We look forward to seeing you!

Advisory Session
We'll use this 60 minute meeting to follow up on your plan, address any questions, and discuss any updates or next steps. We look forward to seeing you!

Informational
We'll use this 30 minute meeting to introduce our services, learn more about your goals, and answer any initial questions. We look forward to speaking with you!

Hansen's Advisory Services, Inc. is not a registered broker-dealer nor a registered investment advisor. Hansen's Advisory Services, Inc. and Vanderbilt Financial Group are separate and unaffiliated entities.Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

Annual Review We'll use this 90 minute meeting to review your financial plan, discuss any life updates, and make sure your strategy stays aligned with your goals. We look forward to seeing you!

Tax Preparation We'll use this 2 hour meeting to prepare your taxes and review your financial picture. Please bring your W-2s, 1099s, prior year return, and any relevant income, deduction, or investment documents. We look forward to seeing you!

Financial Planning We'll use this 2 hour meeting to review your financial plan in detail, explore any updates or opportunities, and ensure everything is aligned with your goals. We look forward to seeing you!

Advisory Session We'll use this 60 minute meeting to follow up on your plan, address any questions, and discuss any updates or next steps. We look forward to seeing you!

Informational We'll use this 30 minute meeting to introduce our services, learn more about your goals, and answer any initial questions. We look forward to speaking with you!

Annual Review
We'll use this 90 minute meeting to review your financial plan, discuss any life updates, and make sure your strategy stays aligned with your goals. We look forward to seeing you!

Tax Preparation
We'll use this 2 hour meeting to prepare your taxes and review your financial picture. Please bring your W-2s, 1099s, prior year return, and any relevant income, deduction, or investment documents. We look forward to seeing you!

Financial Planning
We'll use this 2 hour meeting to review your financial plan in detail, explore any updates or opportunities, and ensure everything is aligned with your goals. We look forward to seeing you!

Advisory Session
We'll use this 60 minute meeting to follow up on your plan, address any questions, and discuss any updates or next steps. We look forward to seeing you!

Informational
We'll use this 30 minute meeting to introduce our services, learn more about your goals, and answer any initial questions. We look forward to speaking with you!