Plan Presentation Meeting
Let's look at your current financial standing more in depth. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
30 Min General Meeting Leonard Nelson
Schedule a general meeting Northwest Investment & Retirement Group, LLC.. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
60 Min General Meeting Leonard Nelson
Schedule a general meeting with Northwest Investment & Retirement Group, LLC.. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Client Review Meeting
Schedule a time to discuss your financial review. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Discovery Meeting
Let's take a look at your current financial portfolio and discuss. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Document Signing Appointment
This will just be a quick appointment for document signing. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Beneficiary Update
This will just be a quick phone call to capture updated information. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Client Information Call
This will just be a quick phone call to gather personal information to set up an account. If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Client Meeting - Other Location
If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Prospecting Meeting
We look forward to helping you meet your financial goals! If you are not seeing anything between these hours that will work for you, please contact Laura at 503-224-2034.
Find Out More
We look forward to meeting you.