Financial professionals help clients plan for retirement, make safe, smart investments, and develop personalized policy statements
The Fine Print
Promotional value expires 90 days after purchase. Amount paid never expires.Limit 1 per person, may buy 1 additional as a gift. Limit 1 per visit. Appointment required; subject to availability.Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
$49 for one financial consultation package (up to a $175 value), including:
A review of your investment accounts (retirement accounts or non-retirement accounts) (up to a $175 value)
A printed Investment Policy Statement outlining a recommendation for investing your assets based on your own personalized goals, objectives and comfort levels
A printed outline of your personal financial needs
A printed & personalized asset allocation model (for one account of your choosing) that will provide you with a possible path forward