Welcome to the scheduling page for Jeff Guiltinan.
Please select which type of Event you want to schedule.
Social Security Evaluation
This is typically a one hour meeting to learn more about you, your family and retirement goals. We will discuss Social Security Claiming Strategies, as well as Income and Asset Allocations.
Client Meeting
Your Agenda
Second Meeting
Discuss Recommendations for Social Security Claiming Strategies, Retirement Income Plan, Legacy Plan and Long Term Care. Gather information necessary to implement plan.
Annual Review
It's time for your "check up from the neck up." Let's review your plan...
Policy Delivery
At this meeting we "cross the T's and dot the I's. We make sure all of your data is correct and review the contract. Finally, we plan for our next annual meeting.