Vestavia Hills Client's Initial Meeting
This is a 1 1/2 hour meeting to discuss your financial plan and goals to determine what we can do to serve your needs.
Vestavia Hills Client's Annual Review
This is an hour meeting to review your financial plan and goals to determine what we can do to better serve your needs.
Pell City Client's Initial Meeting
This is a 1 1/2 hour meeting to discuss your financial plan and goals to determine what we can do to serve your needs.
Pell City Client's Annual Review
This is an hour meeting to review your financial plan and goals to determine what we can do to better serve you.
Daphne Client's Initial Meeting
This is a 1 1/2 hour meeting to discuss your financial plan & goals to determine what we can do to serve your needs.
Daphne Client's Annual Review
This is an hour meeting to review your financial plan and goals to determine what we can do to better serve your needs.
Pensacola Client's Initial Meeting
This is a 1 1/2 hour meeting to discuss your financial plan and goals to determine what we can do to serve your needs.
Pensacola Client's Annual Review
This is an hour meeting to review your financial plan and goals to determine what we can do to better serve your needs.
Zoom Meeting Client's Initial Meeting
This is a 1 1/2 hour meeting to discuss your financial plan and goals to determine what we can do to serve your needs.
Zoom Meeting Client's Annual Review
This is an hour meeting to review your financial plan and goals to determine what we can do to better serve your needs.
Initial Consultation by Phone
This is a 1 1/2 hour meeting to discuss your financial plan and goals to determine what we can do to serve your needs.
Wholesalers Meeting
Meet with advisor to discuss your financial products. (Mutual Funds, Annuities, ETF's & UIT's)