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Initial consultation

  • You're under no obligation; your initial meeting with a financial advisor will be relaxed and informal.

 

  • It's an opportunity to get to know an advisor and share your goals and dreams. 

 

  • Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies.

 

  • While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

 

What to expect

  • Professional help in clarifying your financial goals and priorities

 

  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives

 

  • Accurate information about our tailored strategies, including risks, benefits and costs

 

What to bring

  • A list of any questions you have regarding your current financial situation

 

  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention

 

  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Advisor Lake Tahoe Financial Lake Tahoe Financial Advisor Advisors

 

The Advisors at Abelow, Pratt Financial Advisors & Wealth Management are registered representatives with securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC  www.finra.org, www.sipc.org

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AZ, CA, CO, DE, FL, HI, ID, MD, MN, MO, MT, NV, OH, OK, OR, SC, TN, TX, UT, VT, WA, WI, WY

 

www.lpl.com/CRS 

© 2024 Abelow Pratt Financial Advisors & Wealth Management

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