I am honored you have chosen to meet with me to discuss your legacy planning. You are worthy to learn and invest in your present and future needs.

During our time together, we will discuss what is most important to you regarding finances and life goals.

I will gather pertinent information as to where you currently sit regarding debt, expenses, health and life insurance, cash flow, and retirement. This information will be used to customize your legacy planning.

Your legacy recommendations will be presented to you during our 2nd meeting.

I look forward to assisting you with strategic planning for your future.