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: CA, NV, CO, ID, MO, NM, OH

© 2019 Abelow Pratt Financial Advisors & Wealth Management

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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

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