Meet With Andrew

Absolutely not. This is a collaborative discovery meeting where we get to know each other and discuss your financial goals and concerns. You won't be pressured to make any decisions or purchase any products. Our goal is to determine if we're a good fit for working together and identify ways we might be able to help protect and grow your wealth.

Just bring yourself and your questions. If you'd like to make the most of our time together, you can bring recent statements from your investment accounts and a list of your financial concerns or goals. However, this isn't required for our initial conversation. We want to start by understanding your unique situation and what you hope to achieve.

We schedule 90 minutes for our initial meetings. This gives us enough time to have a comprehensive conversation about your financial situation and goals, conduct a thorough review of your current position, and address all your questions and concerns. We’ll stay focused and make the most of our time together.

Our conversation will focus on understanding your current financial situation, your concerns about retirement, and your long-term goals. We'll explore potential threats to your wealth that you might not have considered, discuss our team-based approach to wealth management, and explain how we might be able to help protect and grow your assets. You'll also have plenty of time to ask questions about our services and approach.

No, the initial consultation is completely complimentary. As part of our commitment to transparency, you'll receive our complimentary portfolio diagnostic review that includes a bond analysis, stress test of your current income plan, and a personalized risk score assessment - all with no obligation.

After our meeting, there’s no obligation to move forward. If we both agree there’s a good fit, we’ll provide a clear outline of the next steps for working together. If not, you’ll leave with valuable insights from our complimentary portfolio diagnostic review and a deeper understanding of your financial situation. The choice to proceed will be entirely yours, on your own terms and timeline.