New Client Meeting
3500 N Rock Rd, Bldg 1900, Wichita, KS 67226
An introductory 60-minute meeting designed for new clients to discuss your financial situation, priorities, and long-term objectives. During this session, your financial advisor will gather information about your income, assets, liabilities, risk tolerance, and financial goals, review any existing accounts or investments, and identify opportunities to develop a personalized financial strategy. This meeting lays the foundation for an ongoing advisory relationship and a plan tailored to your needs
1 hour
New Client Meeting
An introductory 60-minute meeting designed for new clients to discuss your financial situation, priorities, and long-term objectives. During this session, your financial advisor will gather information about your income, assets, liabilities, risk tolerance, and financial goals, review any existing accounts or investments, and identify opportunities to develop a personalized financial strategy. This meeting lays the foundation for an ongoing advisory relationship and a plan tailored to your needs
1 hour
3500 N Rock Rd, Bldg 1900, Wichita, KS 67226
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.