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Foundational Conversations

Early conversations will often cover the following points:

  1. Establishing realistic objectives for your retirement goals. If you are looking for more of a general financial planning conversation, review this document

  2. Assess current investments, and identify any ability to activly contribute toward goals.  

  3. The basic math rule of successful investing. We were not taught this in school. 

  4. The number one element that determines more than anything else your long term investment success. 

  5. Inflation...the stealth tax. 

  6. Current values in investment markets. 

  7. Obstacles to accomplishing financial goals.

  8. Plans and strategies to remove obstacles.

  9. Fees and expenses. General questions.

  10. How to open accounts and transfer in assets. 

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