The role of a financial professional
We know this is an important step, so our financial professionals will be sure to review your options, answer all your questions, and make sure you are 100% comfortable with every decision you make. Our financial professionals are your partners and will guide you through the process and share their expertise and all the company has to offer.
Your role as a potential client
Whether you're meeting in person or on the phone, it's important for you and your financial professional to get to know each other. Feel free to ask lots of questions (don't worry, we don't mind) and be prepared to answer a few yourself. The better you understand each other, the easier it will be to create a plan that meets your specific needs.
Here are a few things to think about before you begin your conversation: