This initial session is designed to facilitate an open discussion about your financial aspirations and introduce you to our advisory services. Our primary aim is to understand your financial objectives and how we can best assist you in achieving them.

For existing clients, this meeting is to review your financial profile for the past, present, and future. We'll be taking a look at your goals, investments, insurance, and any other topics you'd like to cover. We'll also take a look at your information to ensure everything in our system is up-to-date and accurate.

For existing planning clients, this is a collaborative session where we present the first draft of your personalized financial plan. During this meeting, we’ll walk through key recommendations, discuss your financial goals, and gather your feedback. This is an opportunity to refine your plan, address any questions, and ensure it aligns with your vision for the future. Together, we’ll make any necessary adjustments to create a strategy that best supports your long-term financial success.

During this meeting, we will determine if life insurance is a right fit for you, and which policy will best help you achieve your goals. We offer term, whole, universal, universal-index-linked, and long-term care products.