Meetings

First Meeting

At Retirement Visions LLC, your first meeting is complimentary as we know how important it is to get to know you and your vision for the future. Having a broad understanding on your finances is beneficial in achieving this vision for your future! You don't need to bring any specific information or paperwork.

 

Second Meeting

What do I need to bring?
Wills, one recent tax return, insurance policies, list of all assets, beneficiary info, quarterly investment statements, employment related benefits...

 

 

 

 

 

 

 

 

 

 
 

Caught Between a Euro and a Hard Place
. . . What can I say nice about a year that after all the violent market gyrations has delivered a scant .50% return on the S&P 500. click here to read on >>

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