Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

The "Standard of Care" Review Meetings

We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.

Meeting Objectives: 

Determine if plan is still meeting client's needs and goals
Implement any necessary adjustments

Expected Duration:

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed

Discussion Topics:

Review values and goals conversation
Monitoring and review
Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty