7 steps to a solution

1 –  Our Initial meeting: Typically lasts about an hour. There is no obligation, no pressure, and you wont be charged a fee. The purpose is for us to establish and define our relationship. 
2- Discovery: This is where we gather data and identify your goals and objectives.
3- Analyze: I will evaluate your current situation.
4- Design: I will develop and coordinate a plan customized for you.
5- Recommend: I will educate you on best possible options available to you across a wide range of retirement, investemt and insurance planning concerns.
6- Implementation: This is where we will implement the agreed upon solutions. 
7- Monitor: We will monitor and evaluate our plan over time and we will have the abality to make adjustments as needed.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,413.22 +0.49%
Nasdaq Composite 7,247.87 -0.15%

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