Mark Trice Scheduling

Right Fit Introductory Call
Schedule a phone call to see if we are a right fit for your financial needs (If no times are available, please contact our office at 800-491-4508 for assistance)

Discovery Meeting
Let's get to know your current financial situation and discuss personalized recommendations and next steps. (If no times are available, please contact our office at 800-491-4508 for assistance)

Client Strategy Session
Conduct a comprehensive review of your portfolio and financial plan to ensure alignment with your goals. (If no times are available, please contact our office at 800-491-4508 for assistance)

Check-in Call
General progress update and touchpoint call. (If no times are available, please contact our office at 800-491-4508 for assistance)

Tax Planning Meeting
Discuss RMDs, charitable distributions (QCDs), and strategies to manage taxes. (If no times are available, please contact our office at 800-491-4508 for assistance)

Insurance Analysis Meeting
Review and evaluate existing policy coverages. (If no times are available, please contact our office at 800-491-4508 for assistance)

Estate & Legacy Planning Meeting
Planning for transition for the next generation; insuring your legacy. (If no times are available, please contact our office at 800-491-4508 for assistance)

Business Owner Consultation Meeting
Lets discuss goals, objectives and succession planning for your business. (If no times are available, please contact our office at 800-491-4508 for assistance)

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, MD, MO, NC, NM, TN, TX, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Right Fit Introductory Call Schedule a phone call to see if we are a right fit for your financial needs (If no times are available, please contact our office at 800-491-4508 for assistance)

Discovery Meeting Let's get to know your current financial situation and discuss personalized recommendations and next steps. (If no times are available, please contact our office at 800-491-4508 for assistance)

Client Strategy Session Conduct a comprehensive review of your portfolio and financial plan to ensure alignment with your goals. (If no times are available, please contact our office at 800-491-4508 for assistance)

Check-in Call General progress update and touchpoint call. (If no times are available, please contact our office at 800-491-4508 for assistance)

Tax Planning Meeting Discuss RMDs, charitable distributions (QCDs), and strategies to manage taxes. (If no times are available, please contact our office at 800-491-4508 for assistance)

Insurance Analysis Meeting Review and evaluate existing policy coverages. (If no times are available, please contact our office at 800-491-4508 for assistance)

Estate & Legacy Planning Meeting Planning for transition for the next generation; insuring your legacy. (If no times are available, please contact our office at 800-491-4508 for assistance)

Business Owner Consultation Meeting Lets discuss goals, objectives and succession planning for your business. (If no times are available, please contact our office at 800-491-4508 for assistance)