What Happens In Our First Meeting

017-retirementOur first meeting is complimentary and is designed to:

  • Get to know you personally
  • Understand what matters most to you
  • Clarify your vision, values, goals and concerns
  • If appropriate, explain how we can help you.

Financial Security Group starts by helping you prioritize your wants, needs and concerns. In a relaxed and comfortable environment, we discuss where you are currently and where you would like to be in the future. Once we understand what you want to accomplish and experience, we can explore the best strategies to help you achieve a brighter future.

001-business-peopleFrom this point, we then:

  1. Take a snapshot of your financial situation
  2. Position your resources to best support your life goals.
  3. Test various "What If" scenarious to determine which one is the best fit for you.
  4. Design solutions that provide peace of mind.
  5. Create and implement a plan that gives you the highest probability of turning your vision into reality.
  6. Once we set the foundation of your plan, we have regular conversations to keep you informed about your progress. When necessary, we recommend appropriate adjustments to your strategy.


As your advisor, we strive to provide peace of mind for you and your entire family.

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